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
301
$8K ﹤0.01%
70
302
$8K ﹤0.01%
200
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$8K ﹤0.01%
600
304
$8K ﹤0.01%
25
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$8K ﹤0.01%
836
306
$8K ﹤0.01%
675
307
$8K ﹤0.01%
109
+1
308
$8K ﹤0.01%
103
-31
309
$7K ﹤0.01%
353
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$7K ﹤0.01%
40
311
$7K ﹤0.01%
35
312
$7K ﹤0.01%
420
+1
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$6K ﹤0.01%
10
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$6K ﹤0.01%
+60
315
$6K ﹤0.01%
40
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$6K ﹤0.01%
150
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$6K ﹤0.01%
175
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$5K ﹤0.01%
100
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$5K ﹤0.01%
+218
320
$5K ﹤0.01%
70
-135
321
$5K ﹤0.01%
35
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$5K ﹤0.01%
49
323
$5K ﹤0.01%
100
324
$4K ﹤0.01%
200
325
$4K ﹤0.01%
598
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