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
$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 12.14%
3 Technology 10.82%
4 Consumer Staples 9.57%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.77M 2.97%
284,708
+14,196
2
$8.52M 2.89%
53,773
-2,074
3
$8.39M 2.84%
74,368
-118
4
$8.02M 2.72%
324,858
-4,350
5
$6.7M 2.27%
76,105
-154
6
$5.97M 2.02%
165,641
-14,896
7
$5.35M 1.81%
41,259
-884
8
$5.28M 1.79%
33,085
-682
9
$5.27M 1.78%
46,040
+328
10
$5.22M 1.77%
110,342
-732
11
$4.89M 1.66%
66,693
-493
12
$4.87M 1.65%
23,529
+2,548
13
$4.77M 1.61%
34,517
-332
14
$4.71M 1.59%
20,038
-1,189
15
$4.68M 1.59%
235,479
-1,179
16
$4.32M 1.46%
35,320
+1,706
17
$4.18M 1.41%
67,287
-1,045
18
$4.03M 1.36%
51,132
-1,572
19
$4.02M 1.36%
47,300
+59
20
$3.81M 1.29%
32,569
+94
21
$3.76M 1.27%
24,969
-974
22
$3.72M 1.26%
24,394
-302
23
$3.62M 1.22%
32,345
+171
24
$3.53M 1.19%
76,500
25
$3.52M 1.19%
30,977
-544
1
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