HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$4.91M 3.4%
+274,348
2
$3.99M 2.76%
+68,238
3
$3.65M 2.53%
+63,908
4
$3.48M 2.41%
+59,830
5
$3.38M 2.33%
+85,738
6
$3.26M 2.25%
+82,880
7
$3.14M 2.17%
+26,559
8
$3.06M 2.12%
+68,538
9
$3.04M 2.1%
+33,615
10
$3.01M 2.08%
+127,588
11
$2.95M 2.04%
+79,714
12
$2.87M 1.99%
+30,815
13
$2.86M 1.98%
+54,096
14
$2.56M 1.77%
+40,517
15
$2.53M 1.75%
+229,075
16
$2.43M 1.68%
+82,993
17
$2.35M 1.63%
+55,255
18
$2.35M 1.62%
+38,420
19
$2.34M 1.62%
+70,405
20
$2.27M 1.57%
+93,724
21
$2.24M 1.55%
+37,109
22
$2.06M 1.43%
+25,030
23
$1.95M 1.35%
+73,078
24
$1.87M 1.3%
+242,427
25
$1.82M 1.26%
+16,437