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
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$918K
4
SO icon
Southern Company
SO
+$540K
5
DUK icon
Duke Energy
DUK
+$515K

Top Sells

1
+$1.14M
2
+$1M
3
+$594K
4
MDT icon
Medtronic
MDT
+$446K
5
MRK icon
Merck
MRK
+$443K

Sector Composition

1 Industrials 16.86%
2 Technology 16.35%
3 Healthcare 11.14%
4 Consumer Staples 10.43%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.01%
171
-50
227
$38K 0.01%
707
228
$37K 0.01%
80
229
$37K 0.01%
155
230
$36K 0.01%
75
231
$34K 0.01%
399
-1
232
$34K 0.01%
323
233
$33K 0.01%
+1,827
234
$33K 0.01%
2,075
235
$33K 0.01%
789
236
$33K 0.01%
700
237
$31K 0.01%
400
238
$31K 0.01%
533
239
$30K 0.01%
229
+2
240
$30K 0.01%
466
241
$29K 0.01%
744
242
$28K 0.01%
115
243
$28K 0.01%
420
244
$27K 0.01%
225
-30
245
$27K 0.01%
445
246
$26K 0.01%
480
247
$26K 0.01%
40
-8
248
$24K 0.01%
732
249
$24K 0.01%
814
-500
250
$23K 0.01%
1,250
8 9
10
11 12