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
151
$60K 0.04%
+3,000
152
$58K 0.04%
+1,400
153
$55K 0.04%
+878
154
$54K 0.04%
+263
155
$51K 0.04%
+880
156
$50K 0.03%
+1,226
157
$50K 0.03%
+1,238
158
$49K 0.03%
+1,799
159
$46K 0.03%
+629
160
$42K 0.03%
+1,000
161
$42K 0.03%
+363
162
$41K 0.03%
+565
163
$39K 0.03%
+1,300
164
$37K 0.03%
+1,400
165
$36K 0.02%
+1,300
166
$35K 0.02%
+10,733
167
$35K 0.02%
+600
168
$30K 0.02%
+18,000
169
$29K 0.02%
+950
170
$28K 0.02%
+1,000
171
$25K 0.02%
+600
172
$23K 0.02%
+1,000
173
$23K 0.02%
+2,000
174
$22K 0.02%
+300
175
$22K 0.02%
+850
5 6
7
8 9