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
126
$502K 0.12%
2,936
+81
127
$486K 0.11%
1,353
+169
128
$460K 0.11%
9,595
129
$437K 0.1%
1,000
130
$436K 0.1%
12,120
131
$435K 0.1%
3,000
132
$428K 0.1%
23,012
+17
133
$405K 0.09%
2,148
134
$370K 0.09%
6,140
-580
135
$358K 0.08%
2,149
-140
136
$341K 0.08%
1,686
137
$325K 0.08%
5,549
-84
138
$323K 0.08%
1,671
+2
139
$319K 0.07%
34,135
-900
140
$295K 0.07%
4,000
141
$270K 0.06%
4,000
-84
142
$269K 0.06%
3,150
-78
143
$256K 0.06%
1,840
144
$246K 0.06%
8,056
+53
145
$223K 0.05%
27,134
-1,336
146
$207K 0.05%
1,099
+779
147
$190K 0.04%
10,665
148
$189K 0.04%
3,218
-61
149
$181K 0.04%
2,381
150
$174K 0.04%
2,516
4 5
6
7 8