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
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$918K
4
SO icon
Southern Company
SO
+$540K
5
DUK icon
Duke Energy
DUK
+$515K

Top Sells

1
+$1.14M
2
+$1M
3
+$594K
4
MDT icon
Medtronic
MDT
+$446K
5
MRK icon
Merck
MRK
+$443K

Sector Composition

1 Industrials 16.86%
2 Technology 16.35%
3 Healthcare 11.14%
4 Consumer Staples 10.43%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 4.19%
53,533
-604
2
$11.9M 2.78%
67,237
-488
3
$10.9M 2.53%
289,731
-913
4
$9.48M 2.2%
59,875
-301
5
$9.31M 2.16%
22,424
-374
6
$8.99M 2.09%
116,749
-14,850
7
$8.92M 2.07%
15,715
-168
8
$8.3M 1.93%
180,617
-1,009
9
$7.57M 1.76%
53,808
-189
10
$7.55M 1.76%
40,000
11
$6.91M 1.61%
44,640
+740
12
$6.65M 1.55%
16,050
13
$6.43M 1.5%
40,876
-351
14
$6.35M 1.48%
39,224
+575
15
$6.08M 1.41%
29,177
-54
16
$6.07M 1.41%
36,355
-110
17
$6.06M 1.41%
117,734
+443
18
$5.89M 1.37%
33,933
-181
19
$5.66M 1.32%
33,098
+57
20
$5.61M 1.3%
19,235
-372
21
$5.58M 1.3%
12,184
-18
22
$5.53M 1.28%
33,778
-75
23
$5.44M 1.26%
22,040
24
$5.05M 1.18%
24,446
-100
25
$4.94M 1.15%
16,600
1
2 3 4 5