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
176
$138K 0.05%
1,453
-227
177
$135K 0.05%
2,460
-16
178
$133K 0.05%
2,725
+125
179
$130K 0.04%
815
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180
$130K 0.04%
1,630
+40
181
$125K 0.04%
350
182
$121K 0.04%
6,000
183
$120K 0.04%
1,768
-146
184
$119K 0.04%
60
185
$119K 0.04%
3,050
186
$118K 0.04%
525
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187
$112K 0.04%
3,882
+1,138
188
$109K 0.04%
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189
$109K 0.04%
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190
$108K 0.04%
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191
$105K 0.04%
5,700
192
$103K 0.03%
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193
$102K 0.03%
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194
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195
$96K 0.03%
567
196
$86K 0.03%
1,900
197
$86K 0.03%
2,445
198
$85K 0.03%
718
199
$84K 0.03%
6,600
200
$82K 0.03%
10,000
-1,000
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