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
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$918K
4
SO icon
Southern Company
SO
+$540K
5
DUK icon
Duke Energy
DUK
+$515K

Top Sells

1
+$1.14M
2
+$1M
3
+$594K
4
MDT icon
Medtronic
MDT
+$446K
5
MRK icon
Merck
MRK
+$443K

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
26
$4.67M 1.09%
202,027
-1,676
27
$4.63M 1.08%
39,457
-200
28
$4.48M 1.04%
48,000
29
$4.42M 1.03%
30,520
-820
30
$4.33M 1.01%
87,488
-12,002
31
$4.17M 0.97%
19,237
+314
32
$4.12M 0.96%
14,903
33
$4.09M 0.95%
11,935
-60
34
$4.06M 0.94%
28,412
-41
35
$3.92M 0.91%
77,723
+8,155
36
$3.89M 0.91%
15,450
-120
37
$3.8M 0.88%
36,863
-210
38
$3.78M 0.88%
43,964
-113
39
$3.65M 0.85%
15,793
-178
40
$3.56M 0.83%
58,155
-364
41
$3.55M 0.83%
45,172
-186
42
$3.51M 0.82%
52,897
-1
43
$3.46M 0.8%
20,000
44
$3.45M 0.8%
229,944
-1,655
45
$3.43M 0.8%
13,254
-407
46
$3.38M 0.79%
25,000
-97
47
$3.37M 0.78%
17,873
48
$3.36M 0.78%
20,140
+280
49
$3.2M 0.74%
36,657
-740
50
$3.19M 0.74%
10,020
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