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
101
$258K 0.18%
+3,934
102
$256K 0.18%
+8,300
103
$245K 0.17%
+6,114
104
$232K 0.16%
+18,032
105
$228K 0.16%
+4,116
106
$223K 0.15%
+3,070
107
$208K 0.14%
+2,900
108
$207K 0.14%
+2,324
109
$181K 0.13%
+5,000
110
$167K 0.12%
+12,750
111
$162K 0.11%
+7,388
112
$162K 0.11%
+6,528
113
$155K 0.11%
+3,116
114
$151K 0.1%
+2,400
115
$146K 0.1%
+5,488
116
$146K 0.1%
+2,370
117
$145K 0.1%
+3,000
118
$142K 0.1%
+4,354
119
$138K 0.1%
+1,703
120
$137K 0.09%
+5,247
121
$125K 0.09%
+3,668
122
$122K 0.08%
+3,195
123
$121K 0.08%
+3,461
124
$116K 0.08%
+1,600
125
$115K 0.08%
+2,500
3 4
5
6 7