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
$250M
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.57M
3
+$2.89M
4
PLD icon
Prologis
PLD
+$1.12M
5
DUK icon
Duke Energy
DUK
+$978K

Top Sells

1
+$2.06M
2
+$1.3M
3
+$1.1M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.06M
5
COST icon
Costco
COST
+$947K

Sector Composition

1 Industrials 15.3%
2 Technology 12.84%
3 Healthcare 11.95%
4 Consumer Staples 10.68%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.01%
774
202
$37K 0.01%
520
203
$36K 0.01%
115
204
$36K 0.01%
+1,465
205
$34K 0.01%
976
-489
206
$33K 0.01%
600
207
$31K 0.01%
1,988
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208
$30K 0.01%
205
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209
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200
210
$30K 0.01%
130
211
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640
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212
$29K 0.01%
1,247
-1,013
213
$29K 0.01%
5,000
214
$29K 0.01%
2,075
215
$29K 0.01%
160
216
$29K 0.01%
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217
$28K 0.01%
107
218
$28K 0.01%
450
219
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220
$27K 0.01%
466
221
$26K 0.01%
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222
$25K 0.01%
740
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223
$25K 0.01%
1,846
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224
$24K 0.01%
125
+50
225
$24K 0.01%
+50
7 8
9
10 11