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
276
$14K ﹤0.01%
300
277
$14K ﹤0.01%
58
278
$13K ﹤0.01%
117
279
$13K ﹤0.01%
505
-208
280
$13K ﹤0.01%
55
281
$13K ﹤0.01%
40
282
$13K ﹤0.01%
110
283
$13K ﹤0.01%
+100
284
$13K ﹤0.01%
124
285
$12K ﹤0.01%
250
286
$11K ﹤0.01%
170
287
$11K ﹤0.01%
86
-12
288
$11K ﹤0.01%
235
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$11K ﹤0.01%
350
290
$11K ﹤0.01%
270
291
$11K ﹤0.01%
250
292
$10K ﹤0.01%
50
293
$10K ﹤0.01%
173
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$9K ﹤0.01%
119
295
$9K ﹤0.01%
550
296
$9K ﹤0.01%
205
+1
297
$9K ﹤0.01%
200
298
$9K ﹤0.01%
80
299
$9K ﹤0.01%
80
-20
300
$8K ﹤0.01%
370
10 11
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