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
$250M
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.57M
3
+$2.89M
4
PLD icon
Prologis
PLD
+$1.12M
5
DUK icon
Duke Energy
DUK
+$978K

Top Sells

1
+$2.06M
2
+$1.3M
3
+$1.1M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.06M
5
COST icon
Costco
COST
+$947K

Sector Composition

1 Industrials 15.3%
2 Technology 12.84%
3 Healthcare 11.95%
4 Consumer Staples 10.68%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
2,560
227
$23K 0.01%
300
228
$21K 0.01%
512
-700
229
$21K 0.01%
645
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230
$21K 0.01%
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231
$21K 0.01%
160
232
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-2,100
233
$20K 0.01%
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-600
234
$20K 0.01%
75
235
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+585
236
$19K 0.01%
200
237
$18K 0.01%
445
238
$18K 0.01%
210
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239
$17K 0.01%
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240
$17K 0.01%
99
241
$16K 0.01%
744
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242
$16K 0.01%
732
243
$16K 0.01%
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244
$16K 0.01%
475
245
$15K 0.01%
880
246
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642
247
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4,800
-2,000
248
$14K 0.01%
470
249
$14K 0.01%
682
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250
$14K 0.01%
+100
8 9
10
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