HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
401
-43