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
326
$9K ﹤0.01%
118
327
$9K ﹤0.01%
300
328
$9K ﹤0.01%
112
-1,071
329
$8K ﹤0.01%
176
330
$8K ﹤0.01%
70
+50
331
$8K ﹤0.01%
100
332
$8K ﹤0.01%
20
-130
333
$8K ﹤0.01%
175
334
$8K ﹤0.01%
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335
$8K ﹤0.01%
+53
336
$8K ﹤0.01%
+125
337
$7K ﹤0.01%
100
338
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334
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$7K ﹤0.01%
80
341
$7K ﹤0.01%
+1,000
342
$7K ﹤0.01%
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$7K ﹤0.01%
425
344
$7K ﹤0.01%
100
345
$7K ﹤0.01%
+125
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$7K ﹤0.01%
58
347
$7K ﹤0.01%
+52
348
$6K ﹤0.01%
+45
349
$6K ﹤0.01%
+13
350
$6K ﹤0.01%
137
12 13
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