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
201
$82K 0.03%
1,017
202
$81K 0.03%
670
203
$77K 0.03%
2,078
204
$77K 0.03%
2,050
205
$77K 0.03%
517
+2
206
$76K 0.03%
4,540
+11
207
$75K 0.03%
1,910
208
$75K 0.03%
1,500
209
$73K 0.02%
2,152
+1
210
$71K 0.02%
150
211
$71K 0.02%
780
212
$70K 0.02%
1,990
-460
213
$70K 0.02%
2,314
214
$68K 0.02%
+1,212
215
$65K 0.02%
1,971
216
$63K 0.02%
1,377
217
$59K 0.02%
7,300
+6,300
218
$56K 0.02%
2,510
+2,210
219
$55K 0.02%
633
220
$54K 0.02%
300
221
$52K 0.02%
5,326
222
$52K 0.02%
585
223
$51K 0.02%
1,072
+17
224
$51K 0.02%
675
225
$50K 0.02%
280
7 8
9
10 11