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
$295M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$526K
3
+$437K
4
CVX icon
Chevron
CVX
+$209K
5
AAPL icon
Apple
AAPL
+$85.8K

Top Sells

1
+$1.76M
2
+$537K
3
+$337K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$329K
5
CNP icon
CenterPoint Energy
CNP
+$302K

Sector Composition

1 Industrials 17.62%
2 Healthcare 12.11%
3 Technology 10.82%
4 Consumer Staples 9.57%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.02%
700
227
$49K 0.02%
2,670
228
$48K 0.02%
1,400
229
$45K 0.02%
503
230
$45K 0.02%
520
231
$45K 0.02%
1,168
232
$45K 0.02%
1,250
-1,250
233
$44K 0.01%
520
234
$44K 0.01%
500
+333
235
$43K 0.01%
5,400
236
$43K 0.01%
820
237
$43K 0.01%
774
238
$42K 0.01%
175
239
$41K 0.01%
115
240
$41K 0.01%
1,190
+1
241
$40K 0.01%
550
242
– –
0
243
$39K 0.01%
300
244
$38K 0.01%
760
245
$37K 0.01%
1,102
246
$37K 0.01%
1,496
247
$37K 0.01%
500
248
$35K 0.01%
2,500
249
$34K 0.01%
250
+50
250
$34K 0.01%
500
8 9
10
11 12