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
$197M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 11.41%
2 Industrials 10.3%
3 Technology 9.94%
4 Financials 9.53%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.23M 3.67%
58,319
+100
2
$6.69M 3.39%
217,561
+1,983
3
$6.04M 3.06%
189,710
-5
4
$4.88M 2.48%
51,125
-525
5
$4.47M 2.27%
237,757
+837
6
$4.4M 2.23%
69,062
-92
7
$4.33M 2.2%
59,338
+84
8
$3.87M 1.97%
47,650
-460
9
$3.82M 1.94%
211,167
+921
10
$3.57M 1.81%
36,193
-2,334
11
$3.45M 1.75%
133,450
+2,200
12
$3.45M 1.75%
196,670
+3,170
13
$3.43M 1.74%
31,398
-60
14
$3.26M 1.65%
23,339
+18,292
15
$3.21M 1.63%
84,420
-650
16
$2.89M 1.47%
17,672
-50
17
$2.88M 1.46%
24,477
-196
18
$2.83M 1.44%
37,263
+112
19
$2.76M 1.4%
20,289
20
$2.73M 1.39%
16,646
21
$2.72M 1.38%
23,151
-120
22
$2.6M 1.32%
48,798
+105
23
$2.49M 1.26%
19,127
+5
24
$2.48M 1.26%
45,072
+350
25
$2.34M 1.19%
28,544
-599