HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+0.93%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.16%
Holding
269
New
269
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RGC
Regal Entertainment Group
RGC
|
$4.91M |
| 2 |
RTX Corp
RTX
|
$3.99M |
| 3 |
CVS Health
CVS
|
$3.65M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$3.48M |
| 5 |
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% |
