HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
326
$2K ﹤0.01%
+40
327
$2K ﹤0.01%
44
-200
328
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50
329
$2K ﹤0.01%
2,000
330
$2K ﹤0.01%
4
331
$2K ﹤0.01%
100
-200
332
$2K ﹤0.01%
+195
333
$2K ﹤0.01%
34
334
$2K ﹤0.01%
+100
335
$2K ﹤0.01%
525
+25
336
$1K ﹤0.01%
3
337
$1K ﹤0.01%
2,000
338
$1K ﹤0.01%
+50
339
$1K ﹤0.01%
127
340
$1K ﹤0.01%
+10
341
$1K ﹤0.01%
+20
342
$1K ﹤0.01%
100
343
$1K ﹤0.01%
9
344
$1K ﹤0.01%
+20
345
$1K ﹤0.01%
14
346
– –
-51
347
– –
-175
348
– –
-21,577
349
– –
-700
350
– –
-15,000
11 12 13
14
15