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
$295M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$526K
3
+$437K
4
CVX icon
Chevron
CVX
+$209K
5
AAPL icon
Apple
AAPL
+$85.8K

Top Sells

1
+$1.76M
2
+$537K
3
+$337K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$329K
5
CNP icon
CenterPoint Energy
CNP
+$302K

Sector Composition

1 Industrials 17.62%
2 Healthcare 12.11%
3 Technology 10.82%
4 Consumer Staples 9.57%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.08%
6,000
152
$237K 0.08%
2,324
153
$221K 0.07%
3,488
154
$220K 0.07%
3,262
+157
155
$217K 0.07%
1,673
156
$211K 0.07%
6,556
-1,378
157
$208K 0.07%
3,755
158
$192K 0.07%
2,025
159
$190K 0.06%
4,087
160
$187K 0.06%
1,009
-23
161
$185K 0.06%
3,500
162
$183K 0.06%
3,000
163
$182K 0.06%
1,785
-248
164
$178K 0.06%
1,105
165
$177K 0.06%
1,640
+5
166
$170K 0.06%
1,662
167
$167K 0.06%
1,840
168
$166K 0.06%
1,689
-232
169
$163K 0.06%
1,850
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170
$162K 0.05%
6,500
171
$152K 0.05%
2,498
-10
172
$149K 0.05%
514
173
$140K 0.05%
2,803
174
$140K 0.05%
690
175
$139K 0.05%
2,335
+515
5 6
7
8 9