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
76
$1.32M 0.45%
18,000
77
$1.3M 0.44%
8,996
+1
78
$1.29M 0.44%
17,557
79
$1.28M 0.43%
12,800
+100
80
$1.27M 0.43%
44,248
-1,300
81
$1.25M 0.42%
8,338
+258
82
$1.23M 0.42%
23,015
-52
83
$1.16M 0.39%
30,068
+1,053
84
$1.14M 0.38%
20,611
-612
85
$1.1M 0.37%
14,317
+209
86
$1.09M 0.37%
26,529
-313
87
$959K 0.32%
38,362
-1,020
88
$957K 0.32%
17,068
+158
89
$888K 0.3%
3,336
-100
90
$864K 0.29%
6,100
91
$846K 0.29%
5,065
92
$835K 0.28%
6,000
93
$823K 0.28%
7,050
+50
94
$805K 0.27%
12,500
95
$796K 0.27%
17,042
96
$787K 0.27%
22,237
+1,711
97
$747K 0.25%
25,349
+1,660
98
$727K 0.25%
26,744
+474
99
$727K 0.25%
32,674
-2,056
100
$713K 0.24%
6,695
-47
2 3
4
5 6