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
76
$1.12M 0.45%
+13,951
77
$1.11M 0.45%
35,490
-425
78
$1.1M 0.44%
10,382
+96
79
$1.09M 0.43%
12,208
80
$1.08M 0.43%
28,440
+2,760
81
$1.04M 0.41%
30,397
-187
82
$998K 0.4%
5,000
83
$990K 0.4%
11,502
-253
84
$981K 0.39%
3,083
-614
85
$977K 0.39%
12,030
-2,530
86
$927K 0.37%
6,217
+316
87
$890K 0.36%
5,021
-74
88
$881K 0.35%
13,994
-383
89
$876K 0.35%
23,489
-995
90
$844K 0.34%
21,834
-21
91
$839K 0.34%
17,600
-300
92
$828K 0.33%
5,009
+2,414
93
$821K 0.33%
18,000
94
$791K 0.32%
33,497
-476
95
$763K 0.31%
6,000
-100
96
$758K 0.3%
5,600
97
$743K 0.3%
7,620
-2,000
98
$712K 0.28%
13,274
-413
99
$687K 0.27%
31,213
-13,322
100
$665K 0.27%
4,300
2 3
4
5 6