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
251
$33K 0.01%
1,278
252
$33K 0.01%
500
253
$32K 0.01%
770
-60
254
$31K 0.01%
533
+8
255
$31K 0.01%
107
256
$31K 0.01%
466
257
$31K 0.01%
1,427
258
$30K 0.01%
450
259
$29K 0.01%
3,129
260
$29K 0.01%
400
261
$28K 0.01%
9,500
+2,500
262
– –
0
263
$27K 0.01%
620
+45
264
$25K 0.01%
598
265
$25K 0.01%
385
266
$24K 0.01%
455
+100
267
$22K 0.01%
575
268
$22K 0.01%
200
269
$22K 0.01%
670
-150
270
$22K 0.01%
80
271
$22K 0.01%
732
272
$22K 0.01%
642
273
– –
0
274
$21K 0.01%
400
275
$20K 0.01%
880
9 10
11
12 13