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
251
$14K 0.01%
+5
252
$13K 0.01%
600
253
$13K 0.01%
1,268
+25
254
$13K 0.01%
884
255
$12K ﹤0.01%
400
256
$11K ﹤0.01%
650
-400
257
$11K ﹤0.01%
400
258
$11K ﹤0.01%
325
-250
259
$10K ﹤0.01%
68
260
$10K ﹤0.01%
215
+2
261
$10K ﹤0.01%
+750
262
$10K ﹤0.01%
140
263
$10K ﹤0.01%
255
264
$10K ﹤0.01%
+210
265
$10K ﹤0.01%
420
266
$10K ﹤0.01%
+80
267
$9K ﹤0.01%
124
-50
268
$9K ﹤0.01%
1,200
269
$9K ﹤0.01%
+336
270
$8K ﹤0.01%
110
271
$8K ﹤0.01%
100
272
$8K ﹤0.01%
53
273
$8K ﹤0.01%
13,500
274
$7K ﹤0.01%
100
275
$7K ﹤0.01%
166
9 10
11
12 13