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
101
$689K 0.23%
13,371
102
$669K 0.23%
19,100
103
$664K 0.22%
12,277
-1,104
104
$657K 0.22%
3,925
-51
105
$630K 0.21%
10,360
106
$628K 0.21%
13,288
-799
107
$615K 0.21%
6,000
108
$613K 0.21%
2,752
-133
109
$607K 0.21%
12,741
+638
110
$571K 0.19%
18,228
+348
111
$554K 0.19%
12,000
-200
112
$549K 0.19%
11,794
-185
113
$545K 0.18%
3,730
+3,600
114
$533K 0.18%
6,286
-61
115
$520K 0.18%
12,000
116
$520K 0.18%
3,553
-378
117
$480K 0.16%
7,960
118
$475K 0.16%
1,760
-310
119
$472K 0.16%
6,660
120
$455K 0.15%
8,120
+200
121
$445K 0.15%
19,096
-498
122
$430K 0.15%
2,121
+1
123
$429K 0.15%
6,296
-39
124
$428K 0.14%
7,180
+620
125
$398K 0.13%
9,135
-1,429
3 4
5
6 7