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
51
$1.91M 0.65%
54,228
-65
52
$1.89M 0.64%
20,000
53
$1.89M 0.64%
7,414
-24
54
$1.89M 0.64%
26,756
-412
55
$1.86M 0.63%
27,506
+430
56
$1.86M 0.63%
24,049
-827
57
$1.85M 0.63%
35,000
58
$1.84M 0.62%
10,020
59
$1.83M 0.62%
12,165
60
$1.74M 0.59%
20,000
61
$1.73M 0.59%
16,227
+168
62
$1.71M 0.58%
26,000
63
$1.67M 0.57%
16,840
-217
64
$1.64M 0.56%
97,700
65
$1.61M 0.55%
15,000
66
$1.58M 0.53%
30,000
67
$1.56M 0.53%
48,449
+329
68
$1.5M 0.51%
32,416
-369
69
$1.5M 0.51%
13,030
+17
70
$1.47M 0.5%
57,895
-1,537
71
$1.4M 0.47%
6,709
72
$1.39M 0.47%
15,801
-28
73
$1.37M 0.46%
17,900
74
$1.36M 0.46%
32,218
-2,207
75
$1.33M 0.45%
22,057
-24
1 2
3
4 5