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
251
$23K 0.01%
800
252
$22K 0.01%
184
253
$22K 0.01%
450
254
$21K ﹤0.01%
642
255
$20K ﹤0.01%
261
+3
256
$18K ﹤0.01%
70
257
$18K ﹤0.01%
207
258
$18K ﹤0.01%
50
259
$18K ﹤0.01%
58
+5
260
$17K ﹤0.01%
880
261
$17K ﹤0.01%
99
262
$17K ﹤0.01%
188
263
$17K ﹤0.01%
300
264
$17K ﹤0.01%
50
265
$17K ﹤0.01%
325
266
$16K ﹤0.01%
60
267
$16K ﹤0.01%
100
268
$16K ﹤0.01%
1,124
269
$16K ﹤0.01%
5,000
270
$15K ﹤0.01%
100
+70
271
$15K ﹤0.01%
255
272
$15K ﹤0.01%
175
273
$14K ﹤0.01%
610
274
$14K ﹤0.01%
122
-13
275
$14K ﹤0.01%
100
9 10
11
12 13