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
276
$20K 0.01%
600
277
$19K 0.01%
7,500
+1,500
278
$19K 0.01%
280
279
$18K 0.01%
184
280
$18K 0.01%
268
-70
281
$18K 0.01%
300
282
$18K 0.01%
175
283
$18K 0.01%
174
284
$18K 0.01%
600
285
$18K 0.01%
420
286
$17K 0.01%
105
-225
287
$17K 0.01%
500
288
$17K 0.01%
360
289
$17K 0.01%
704
290
$17K 0.01%
300
291
$16K 0.01%
283
292
$16K 0.01%
145
-17
293
$16K 0.01%
+330
294
$15K 0.01%
240
295
$15K 0.01%
99
296
$15K 0.01%
400
297
$14K ﹤0.01%
300
298
$14K ﹤0.01%
200
299
$14K ﹤0.01%
105
300
$14K ﹤0.01%
590
10 11
12
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