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
201
$11K 0.01%
+300
202
$11K 0.01%
+100
203
$11K 0.01%
+200
204
$11K 0.01%
+300
205
$10K 0.01%
+300
206
$10K 0.01%
+200
207
$10K 0.01%
+200
208
$10K 0.01%
+898
209
$9K 0.01%
+184
210
$9K 0.01%
+1,500
211
$9K 0.01%
+130
212
$9K 0.01%
+500
213
$8K 0.01%
+500
214
$8K 0.01%
+40
215
$7K ﹤0.01%
+360
216
$7K ﹤0.01%
+59
217
$7K ﹤0.01%
+100
218
$7K ﹤0.01%
+420
219
$7K ﹤0.01%
+240
220
$7K ﹤0.01%
+117
221
$6K ﹤0.01%
+70
222
$6K ﹤0.01%
+125
223
$6K ﹤0.01%
+162
224
$6K ﹤0.01%
+200
225
$6K ﹤0.01%
+100
7 8
9
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