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
151
$174K 0.04%
495
152
$172K 0.04%
3,755
153
$171K 0.04%
1,806
+13
154
$171K 0.04%
1,500
155
$167K 0.04%
2,500
-53
156
$167K 0.04%
1,188
157
$162K 0.04%
887
158
$154K 0.04%
412
159
$153K 0.04%
34,848
+6,000
160
$151K 0.04%
1,800
-42
161
$145K 0.03%
2,192
-146
162
$144K 0.03%
2,275
-50
163
$144K 0.03%
646
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164
$140K 0.03%
8,300
165
$138K 0.03%
2,567
-162
166
$136K 0.03%
3,493
167
$131K 0.03%
718
168
$130K 0.03%
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169
$120K 0.03%
1,960
170
$116K 0.03%
2,078
171
$115K 0.03%
4,168
172
$109K 0.03%
2,476
173
$109K 0.03%
5,000
-190
174
$105K 0.02%
3,912
+3
175
$105K 0.02%
3,929
-357
5 6
7
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