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
301
$4K ﹤0.01%
+25
302
$4K ﹤0.01%
450
303
$4K ﹤0.01%
+517
304
$4K ﹤0.01%
+415
305
$4K ﹤0.01%
804
-108
306
$3K ﹤0.01%
600
307
$3K ﹤0.01%
663
+21
308
$3K ﹤0.01%
240
309
$3K ﹤0.01%
41
310
$3K ﹤0.01%
406
-605
311
$3K ﹤0.01%
30
312
$3K ﹤0.01%
100
313
$3K ﹤0.01%
65
314
$3K ﹤0.01%
180
+100
315
$3K ﹤0.01%
+20
316
$3K ﹤0.01%
+42
317
$3K ﹤0.01%
5,000
318
$3K ﹤0.01%
1,018
-10,795
319
$3K ﹤0.01%
175
320
$3K ﹤0.01%
143
321
$2K ﹤0.01%
+55
322
$2K ﹤0.01%
8,000
-7,500
323
$2K ﹤0.01%
25
324
$2K ﹤0.01%
69
325
$2K ﹤0.01%
+40
11 12
13
14 15