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
101
$1.32M 0.31%
6,000
102
$1.27M 0.29%
48,672
+409
103
$1.26M 0.29%
3,300
104
$1.23M 0.29%
26,115
-691
105
$1.22M 0.28%
4,553
106
$1.18M 0.28%
+28,741
107
$1.12M 0.26%
19,527
+39
108
$1.05M 0.24%
4,568
109
$1.04M 0.24%
28,002
-530
110
$989K 0.23%
17,441
111
$942K 0.22%
14,150
+50
112
$921K 0.21%
6,360
-120
113
$918K 0.21%
+13,000
114
$804K 0.19%
10,484
115
$785K 0.18%
35,762
-2,687
116
$734K 0.17%
1,100
-11
117
$700K 0.16%
13,704
+229
118
$616K 0.14%
10,411
-56
119
$613K 0.14%
12,969
120
$602K 0.14%
9,407
-95
121
$599K 0.14%
1,506
+13
122
$556K 0.13%
3,396
+34
123
$553K 0.13%
6,000
124
$517K 0.12%
2,000
125
$515K 0.12%
1,685
3 4
5
6 7