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HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$513K
2
+$507K
3
+$437K
4
CVX icon
Chevron
CVX
+$207K
5
AAPL icon
Apple
AAPL
+$79.2K

Top Sells

1
+$1.76M
2
+$536K
3
+$318K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$314K
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
351
$6K ﹤0.01%
120
-50
352
$6K ﹤0.01%
+290
353
$6K ﹤0.01%
+400
354
$6K ﹤0.01%
+100
355
$6K ﹤0.01%
100
-30
356
$6K ﹤0.01%
201
-188
357
$6K ﹤0.01%
476
358
$6K ﹤0.01%
239
359
$6K ﹤0.01%
+75
360
$6K ﹤0.01%
149
361
$6K ﹤0.01%
30
362
$5K ﹤0.01%
+25
363
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+100
364
$5K ﹤0.01%
+75
365
$5K ﹤0.01%
400
366
$5K ﹤0.01%
145
367
$5K ﹤0.01%
+200
368
$5K ﹤0.01%
200
369
$5K ﹤0.01%
+196
370
$5K ﹤0.01%
175
371
$4K ﹤0.01%
111
372
$4K ﹤0.01%
+25
373
$4K ﹤0.01%
100
-145
374
$4K ﹤0.01%
+100
375
$4K ﹤0.01%
30
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