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
276
$7K ﹤0.01%
224
277
$7K ﹤0.01%
118
278
$7K ﹤0.01%
500
279
$7K ﹤0.01%
+400
280
$7K ﹤0.01%
644
+100
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$7K ﹤0.01%
533
282
$7K ﹤0.01%
+200
283
$6K ﹤0.01%
+55
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$6K ﹤0.01%
1,124
-400
285
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+50
286
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201
287
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288
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+200
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104
+1
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$6K ﹤0.01%
132
291
$5K ﹤0.01%
111
292
$5K ﹤0.01%
1,000
-1,200
293
$5K ﹤0.01%
+75
294
$5K ﹤0.01%
+33
295
$5K ﹤0.01%
173
-110
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$5K ﹤0.01%
58
297
$4K ﹤0.01%
+200
298
$4K ﹤0.01%
133
299
$4K ﹤0.01%
50
300
$4K ﹤0.01%
28
10 11
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