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
$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 11.96%
4 Consumer Staples 10.68%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.68M 3.47%
180,916
+152,498
2
$8.21M 3.28%
52,032
-1,106
3
$6.39M 2.55%
217,284
-69,920
4
$5.99M 2.39%
66,479
-9,016
5
$5.89M 2.36%
308,565
-8,397
6
$5.83M 2.33%
51,571
+49,325
7
$5.55M 2.22%
102,490
-4,467
8
$5.16M 2.06%
39,381
-8,084
9
$4.91M 1.96%
148,048
-18,106
10
$4.78M 1.91%
40,000
11
$4.47M 1.79%
56,683
-5,773
12
$4.35M 1.74%
15,270
-3,320
13
$4.22M 1.69%
66,440
-5,168
14
$4.09M 1.64%
31,199
-3,659
15
$4.03M 1.61%
30,142
-1,238
16
$3.79M 1.51%
20,288
-4,317
17
$3.78M 1.51%
63,673
-10,900
18
$3.77M 1.51%
38,997
-3,377
19
$3.52M 1.41%
29,329
-2,848
20
$3.45M 1.38%
26,981
-1,162
21
$3.38M 1.35%
36,475
-457
22
$3.34M 1.34%
30,389
+113
23
$3.13M 1.25%
22,040
-50
24
$2.93M 1.17%
25,279
+729
25
$2.89M 1.15%
+133,954
1
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