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
176
$21K 0.01%
+660
177
$19K 0.01%
+284
178
$19K 0.01%
+500
179
$18K 0.01%
+1,168
180
$18K 0.01%
+500
181
$18K 0.01%
+428
182
$18K 0.01%
+600
183
$17K 0.01%
+200
184
$17K 0.01%
+480
185
$17K 0.01%
+642
186
$16K 0.01%
+1,700
187
$16K 0.01%
+1,800
188
$16K 0.01%
+600
189
$15K 0.01%
+3,600
190
$15K 0.01%
+598
191
$15K 0.01%
+280
192
$15K 0.01%
+175
193
$14K 0.01%
+476
194
$14K 0.01%
+150
195
$13K 0.01%
+213
196
$13K 0.01%
+264
197
$13K 0.01%
+100
198
$13K 0.01%
+500
199
$12K 0.01%
+546
200
$12K 0.01%
+156
6 7
8
9 10