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
301
$14K ﹤0.01%
8,000
302
$14K ﹤0.01%
159
303
$13K ﹤0.01%
600
304
$13K ﹤0.01%
+400
305
$13K ﹤0.01%
175
306
$12K ﹤0.01%
68
307
$12K ﹤0.01%
442
308
$12K ﹤0.01%
50
309
$12K ﹤0.01%
87
310
$12K ﹤0.01%
200
311
$12K ﹤0.01%
100
312
$12K ﹤0.01%
500
313
$11K ﹤0.01%
110
314
$11K ﹤0.01%
140
315
$11K ﹤0.01%
60
316
$10K ﹤0.01%
569
+10
317
$10K ﹤0.01%
266
318
$10K ﹤0.01%
255
319
$10K ﹤0.01%
+1,360
320
$10K ﹤0.01%
400
321
$10K ﹤0.01%
+195
322
$10K ﹤0.01%
500
323
$9K ﹤0.01%
200
324
$9K ﹤0.01%
165
325
$9K ﹤0.01%
224
-280
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