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
251
$3K ﹤0.01%
+90
252
$3K ﹤0.01%
+84
253
$2K ﹤0.01%
+100
254
$2K ﹤0.01%
+50
255
$2K ﹤0.01%
+224
256
$2K ﹤0.01%
+112
257
$2K ﹤0.01%
+20
258
$2K ﹤0.01%
+50
259
$2K ﹤0.01%
+14
260
$2K ﹤0.01%
+3
261
$1K ﹤0.01%
+29
262
$1K ﹤0.01%
+16
263
$1K ﹤0.01%
+50
264
$1K ﹤0.01%
+18
265
$1K ﹤0.01%
+14
266
$1K ﹤0.01%
+16
267
$0 ﹤0.01%
+10
268
$0 ﹤0.01%
+1
7 8 9 10
11