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
$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 12.14%
3 Technology 10.82%
4 Consumer Staples 9.57%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.19%
40,000
27
$3.49M 1.18%
126,650
-1,550
28
$3.48M 1.18%
169,070
-11,320
29
$3.48M 1.18%
38,483
-688
30
$3.47M 1.18%
36,018
-715
31
$3.12M 1.05%
22,070
32
$3M 1.01%
16,600
33
$2.93M 0.99%
36,625
-798
34
$2.77M 0.94%
15,701
35
$2.74M 0.93%
25,528
-62
36
$2.74M 0.93%
16,082
-30
37
$2.62M 0.89%
37,276
+416
38
$2.43M 0.82%
29,244
-216
39
$2.39M 0.81%
57,208
-2,108
40
$2.34M 0.79%
44,449
+147
41
$2.33M 0.79%
39,555
+598
42
$2.28M 0.77%
40,424
+1,520
43
$2.27M 0.77%
6,098
-906
44
$2.26M 0.77%
20,087
-887
45
$2.17M 0.73%
26,564
46
$2.14M 0.73%
13,152
-314
47
$2.11M 0.71%
39,501
+353
48
$2.1M 0.71%
48,905
-670
49
$2.09M 0.71%
64,655
-774
50
$2.02M 0.68%
48,192
-8
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