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
$250M
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.57M
3
+$2.89M
4
PLD icon
Prologis
PLD
+$1.12M
5
DUK icon
Duke Energy
DUK
+$978K

Top Sells

1
+$2.06M
2
+$1.3M
3
+$1.1M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.06M
5
COST icon
Costco
COST
+$947K

Sector Composition

1 Industrials 15.3%
2 Technology 12.84%
3 Healthcare 11.95%
4 Consumer Staples 10.68%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.15%
48,000
27
$2.86M 1.14%
38,996
+1,885
28
$2.77M 1.11%
38,421
-4,544
29
$2.76M 1.1%
49,548
-12,497
30
$2.76M 1.1%
266,339
-27,419
31
$2.71M 1.08%
12,810
-77
32
$2.66M 1.06%
21,697
-5,749
33
$2.63M 1.05%
16,082
34
$2.6M 1.04%
76,500
35
$2.42M 0.97%
16,600
36
$2.32M 0.93%
46,379
-2,200
37
$2.27M 0.91%
31,267
-3,953
38
$2.16M 0.87%
40,281
-747
39
$2.16M 0.86%
13,400
-2,486
40
$2.07M 0.83%
14,900
41
$1.97M 0.79%
33,256
-1,457
42
$1.91M 0.76%
41,619
-2,045
43
$1.87M 0.75%
13,707
-3,219
44
$1.84M 0.73%
26,000
45
$1.83M 0.73%
18,269
-231
46
$1.74M 0.7%
45,880
+2,145
47
$1.74M 0.69%
15,223
48
$1.68M 0.67%
12,150
49
$1.67M 0.67%
54,046
-422
50
$1.67M 0.67%
88,360
-29,440
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