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
51
$1.13M 0.78%
+79,431
52
$1.09M 0.75%
+39,800
53
$1.07M 0.74%
+18,525
54
$1.06M 0.73%
+15,637
55
$1.02M 0.71%
+21,862
56
$1.02M 0.7%
+28,694
57
$1.01M 0.7%
+17,754
58
$845K 0.58%
+8,244
59
$829K 0.57%
+14,075
60
$760K 0.53%
+9,848
61
$754K 0.52%
+14,915
62
$736K 0.51%
+17,042
63
$732K 0.51%
+21,168
64
$709K 0.49%
+9,209
65
$692K 0.48%
+15,673
66
$685K 0.47%
+72,860
67
$674K 0.47%
+13,720
68
$671K 0.46%
+44,950
69
$633K 0.44%
+15,700
70
$599K 0.41%
+9,769
71
$562K 0.39%
+6,700
72
$558K 0.39%
+16,025
73
$549K 0.38%
+49,964
74
$546K 0.38%
+19,792
75
$512K 0.35%
+34,351
1 2
3
4 5