HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.99M
3
+$3.65M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$3.48M
5
RYN icon
Rayonier
RYN
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.39%
2 Technology 12.08%
3 Healthcare 11.11%
4 Industrials 10.05%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+200
227
$6K ﹤0.01%
+27
228
$6K ﹤0.01%
+1
229
$5K ﹤0.01%
+110
230
$5K ﹤0.01%
+137
231
$5K ﹤0.01%
+100
232
$5K ﹤0.01%
+600
233
$5K ﹤0.01%
+64
234
$5K ﹤0.01%
+120
235
$5K ﹤0.01%
+69
236
$5K ﹤0.01%
+357
237
$4K ﹤0.01%
+140
238
$4K ﹤0.01%
+43
239
$4K ﹤0.01%
+320
240
$4K ﹤0.01%
+18
241
$4K ﹤0.01%
+100
242
$4K ﹤0.01%
+283
243
$4K ﹤0.01%
+75
244
$4K ﹤0.01%
+1,000
245
$4K ﹤0.01%
+100
246
$3K ﹤0.01%
+4
247
$3K ﹤0.01%
+167
248
$3K ﹤0.01%
+240
249
$3K ﹤0.01%
+50
250
$3K ﹤0.01%
+40
7 8 9
10
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