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
376
$4K ﹤0.01%
50
-30
377
– –
0
378
$3K ﹤0.01%
189
379
$3K ﹤0.01%
70
380
$3K ﹤0.01%
69
381
$3K ﹤0.01%
+127
382
$3K ﹤0.01%
50
383
$3K ﹤0.01%
25
384
$3K ﹤0.01%
240
385
$3K ﹤0.01%
+225
386
$2K ﹤0.01%
2,000
387
$2K ﹤0.01%
45
388
$2K ﹤0.01%
44
389
$2K ﹤0.01%
25
390
$2K ﹤0.01%
+30
391
$2K ﹤0.01%
+40
392
$2K ﹤0.01%
45
393
$2K ﹤0.01%
25
394
$2K ﹤0.01%
14
395
$2K ﹤0.01%
70
396
$2K ﹤0.01%
105
397
$1K ﹤0.01%
60
398
$1K ﹤0.01%
10
399
$1K ﹤0.01%
50
400
$1K ﹤0.01%
40
14 15
16
17 18