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
51
$1.66M 0.66%
28,580
-700
52
$1.66M 0.66%
7,395
53
$1.63M 0.65%
11,529
-479
54
$1.6M 0.64%
55,143
-8,006
55
$1.57M 0.63%
45,774
-1,798
56
$1.55M 0.62%
20,000
57
$1.54M 0.62%
21,170
-21
58
$1.52M 0.61%
20,000
59
$1.52M 0.61%
16,358
-406
60
$1.51M 0.61%
95,010
61
$1.39M 0.55%
25,588
+17,600
62
$1.35M 0.54%
58,849
-4,060
63
$1.35M 0.54%
16,017
-80
64
$1.32M 0.53%
62,312
-2,722
65
$1.3M 0.52%
10,020
66
$1.28M 0.51%
25,748
+7,532
67
$1.27M 0.51%
44,911
+8,894
68
$1.25M 0.5%
43,720
-11,958
69
$1.21M 0.48%
35,000
70
$1.2M 0.48%
7,172
-812
71
$1.19M 0.48%
70,368
-4,982
72
$1.16M 0.46%
4,646
+650
73
$1.15M 0.46%
17,116
+274
74
$1.13M 0.45%
32,524
-8,411
75
$1.12M 0.45%
13,880
+12,083
1 2
3
4 5