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
76
$476K 0.33%
+10,994
77
$475K 0.33%
+7,311
78
$450K 0.31%
+3,779
79
$449K 0.31%
+6,010
80
$445K 0.31%
+6,150
81
$443K 0.31%
+7,194
82
$438K 0.3%
+30,940
83
$431K 0.3%
+11,800
84
$419K 0.29%
+13,647
85
$415K 0.29%
+64,750
86
$410K 0.28%
+4,736
87
$396K 0.27%
+14,065
88
$395K 0.27%
+11,700
89
$390K 0.27%
+34,612
90
$382K 0.26%
+9,350
91
$365K 0.25%
+33
92
$355K 0.25%
+6,200
93
$325K 0.22%
+12,660
94
$321K 0.22%
+9,300
95
$317K 0.22%
+4,103
96
$312K 0.22%
+13,301
97
$303K 0.21%
+10,638
98
$303K 0.21%
+2,000
99
$300K 0.21%
+8,400
100
$258K 0.18%
+3,000
2 3
4
5 6