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
151
$124K 0.05%
11,223
-4,000
152
$120K 0.05%
4,928
-1,469
153
$117K 0.05%
2,230
154
$112K 0.04%
2,500
155
$105K 0.04%
4,225
156
$101K 0.04%
1,020
-200
157
$100K 0.04%
3,755
158
$93K 0.04%
2,653
159
$92K 0.04%
4,099
-1,629
160
$90K 0.04%
2,300
161
$83K 0.03%
2,025
-2,250
162
$83K 0.03%
1,940
163
$82K 0.03%
+3,140
164
$80K 0.03%
1,634
-199
165
$76K 0.03%
718
166
$75K 0.03%
283
167
$73K 0.03%
637
168
$70K 0.03%
4,032
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169
$68K 0.03%
2,078
170
$68K 0.03%
1,898
-635
171
$68K 0.03%
1,000
172
$68K 0.03%
262
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173
$63K 0.03%
657
-1,280
174
$63K 0.03%
+1,500
175
$61K 0.02%
1,800
5 6
7
8 9