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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.99M
3
+$3.65M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$3.48M
5
RYN icon
Rayonier
RYN
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.39%
2 Technology 12.08%
3 Healthcare 11.11%
4 Industrials 10.05%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.24%
+51,326
27
$1.79M 1.24%
+52,389
28
$1.74M 1.2%
+9,527
29
$1.72M 1.19%
+20,004
30
$1.71M 1.18%
+59,775
31
$1.68M 1.16%
+15,091
32
$1.67M 1.15%
+33,389
33
$1.65M 1.14%
+39,869
34
$1.63M 1.12%
+19,871
35
$1.57M 1.09%
+20,296
36
$1.55M 1.08%
+20,559
37
$1.52M 1.05%
+27,220
38
$1.51M 1.05%
+27,101
39
$1.44M 1%
+18,500
40
$1.44M 0.99%
+28,572
41
$1.43M 0.99%
+23,696
42
$1.35M 0.93%
+171,496
43
$1.32M 0.91%
+34,964
44
$1.31M 0.9%
+32,308
45
$1.26M 0.88%
+18,367
46
$1.26M 0.87%
+12,718
47
$1.17M 0.81%
+40,900
48
$1.17M 0.81%
+32,331
49
$1.17M 0.81%
+37,556
50
$1.14M 0.79%
+25,777
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