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
$250M
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.57M
3
+$2.89M
4
PLD icon
Prologis
PLD
+$1.12M
5
DUK icon
Duke Energy
DUK
+$978K

Top Sells

1
+$2.06M
2
+$1.3M
3
+$1.1M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.06M
5
COST icon
Costco
COST
+$947K

Sector Composition

1 Industrials 15.3%
2 Technology 12.84%
3 Healthcare 11.95%
4 Consumer Staples 10.68%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.1%
42,148
+7,148
127
$247K 0.1%
1,350
+350
128
$247K 0.1%
1,641
129
$243K 0.1%
2,000
130
$242K 0.1%
1,272
+9
131
$237K 0.09%
1,000
-100
132
$227K 0.09%
3,428
-794
133
$220K 0.09%
1,658
+2
134
$211K 0.08%
4,000
-100
135
$207K 0.08%
9,629
136
$204K 0.08%
2,470
-2,811
137
$199K 0.08%
12,100
138
$193K 0.08%
6,265
139
$187K 0.07%
35,435
140
$181K 0.07%
4,300
-527
141
$180K 0.07%
4,000
142
$172K 0.07%
1,940
-91
143
$170K 0.07%
4,301
144
$158K 0.06%
37,819
+11,514
145
$153K 0.06%
3,025
146
$137K 0.05%
1,662
147
$135K 0.05%
29,264
-1,295
148
$133K 0.05%
8,300
149
$131K 0.05%
2,740
-3,120
150
$126K 0.05%
1,840
4 5
6
7 8