HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Sells

1 +$387K
2 +$347K
3 +$318K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
APC
Anadarko Petroleum
APC
+$185K

Sector Composition

1 Healthcare 14.45%
2 Technology 12.87%
3 Energy 11.77%
4 Industrials 10.93%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.29M 1.41%
45,889
-846
27
$2.27M 1.39%
33,426
+947
28
$2.27M 1.39%
19,958
-149
29
$2.15M 1.32%
21,571
+1,550
30
$2.09M 1.28%
17,572
+951
31
$2.08M 1.28%
61,463
+4,681
32
$2.05M 1.26%
20,407
+706
33
$1.9M 1.17%
39,089
+263
34
$1.88M 1.15%
19,661
+600
35
$1.81M 1.11%
22,051
+1
36
$1.8M 1.11%
196,380
+40,400
37
$1.79M 1.1%
79,002
+2,117
38
$1.77M 1.09%
+20,968
39
$1.73M 1.06%
27,792
+1,951
40
$1.67M 1.03%
20,857
+910
41
$1.66M 1.02%
46,364
-200
42
$1.64M 1.01%
17,600
-300
43
$1.6M 0.98%
64,991
+2,722
44
$1.6M 0.98%
29,183
+1,730
45
$1.46M 0.9%
28,554
46
$1.31M 0.81%
39,785
+3,037
47
$1.31M 0.8%
26,796
48
$1.29M 0.79%
8,614
+566
49
$1.24M 0.76%
8,105
-539
50
$1.21M 0.74%
25,010
-6,590