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
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.01M
3
+$873K
4
SO icon
Southern Company
SO
+$502K
5
DUK icon
Duke Energy
DUK
+$498K

Top Sells

1
+$1.21M
2
+$999K
3
+$595K
4
MDT icon
Medtronic
MDT
+$498K
5
MRK icon
Merck
MRK
+$460K

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
351
$2K ﹤0.01%
+20
352
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10
353
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12
+2
354
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150
355
$1K ﹤0.01%
18
356
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4
357
$1K ﹤0.01%
64
358
$1K ﹤0.01%
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