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
126
$111K 0.08%
+8,000
127
$108K 0.07%
+3,200
128
$107K 0.07%
+1,600
129
$106K 0.07%
+2,360
130
$105K 0.07%
+2,610
131
$105K 0.07%
+1,224
132
$101K 0.07%
+1,600
133
$101K 0.07%
+3,100
134
$101K 0.07%
+2,563
135
$98K 0.07%
+2,150
136
$94K 0.07%
+3,123
137
$91K 0.06%
+5,600
138
$88K 0.06%
+8,730
139
$87K 0.06%
+4,077
140
$81K 0.06%
+1,900
141
$76K 0.05%
+3,636
142
$76K 0.05%
+3,130
143
$72K 0.05%
+1,128
144
$71K 0.05%
+5,400
145
$69K 0.05%
+751
146
$67K 0.05%
+1,537
147
$66K 0.05%
+770
148
$65K 0.05%
+1,750
149
$64K 0.04%
+780
150
$61K 0.04%
+1,516
4 5
6
7 8