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
76
$2.04M 0.47%
17,526
-8,601
77
$2.02M 0.47%
21,210
-264
78
$1.98M 0.46%
18,883
+4,909
79
$1.97M 0.46%
41,518
-3,491
80
$1.96M 0.45%
34,823
-97
81
$1.87M 0.43%
47,839
-219
82
$1.85M 0.43%
33,104
-622
83
$1.78M 0.41%
7,271
-29
84
$1.77M 0.41%
12,976
-183
85
$1.74M 0.4%
8,620
+335
86
$1.64M 0.38%
17,600
87
$1.61M 0.37%
25,176
-357
88
$1.6M 0.37%
19,684
-48
89
$1.52M 0.35%
5,000
90
$1.51M 0.35%
20,868
+1
91
$1.5M 0.35%
7,000
92
$1.5M 0.35%
24,862
-99
93
$1.49M 0.35%
17,365
+18
94
$1.49M 0.35%
6,823
95
$1.49M 0.35%
50,560
+370
96
$1.41M 0.33%
18,000
97
$1.39M 0.32%
25,593
-198
98
$1.38M 0.32%
15,500
+11,921
99
$1.36M 0.32%
10,155
-732
100
$1.32M 0.31%
8,144
+30
2 3
4
5 6