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
51
$3.18M 0.74%
12,889
-52
52
$3.17M 0.74%
10,592
-15
53
$3.15M 0.73%
41,062
-5,777
54
$3.14M 0.73%
76,500
55
$3.12M 0.73%
9,289
-13
56
$3.09M 0.72%
49,573
+136
57
$3.09M 0.72%
95,250
58
$3.02M 0.7%
51,194
-286
59
$2.87M 0.67%
20,488
-284
60
$2.86M 0.67%
16,986
-428
61
$2.73M 0.64%
5,439
-83
62
$2.66M 0.62%
83,120
63
$2.54M 0.59%
4,483
-21
64
$2.51M 0.58%
26,000
65
$2.46M 0.57%
55,372
+539
66
$2.27M 0.53%
51,134
-795
67
$2.25M 0.52%
15,168
+24
68
$2.25M 0.52%
32,749
+7,871
69
$2.22M 0.52%
46,769
-135
70
$2.21M 0.51%
43,935
+133
71
$2.2M 0.51%
53,396
-760
72
$2.11M 0.49%
26,156
-93
73
$2.08M 0.48%
23,868
-151
74
$2.06M 0.48%
39,658
-159
75
$2.06M 0.48%
42,669
-18
1 2
3
4 5