HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.05M
3
+$250K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$140K
5
ABT icon
Abbott
ABT
+$111K

Top Sells

1
+$2.28M
2
+$869K
3
+$556K
4
PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
+$549K
5
SCG
Scana
SCG
+$508K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
110
227
$5K ﹤0.01%
320
228
$5K ﹤0.01%
+150
229
$5K ﹤0.01%
+240
230
$5K ﹤0.01%
107
-106
231
$5K ﹤0.01%
600
232
$5K ﹤0.01%
64
233
$5K ﹤0.01%
120
234
$5K ﹤0.01%
162
235
$4K ﹤0.01%
43
236
$4K ﹤0.01%
137
237
$4K ﹤0.01%
100
238
$4K ﹤0.01%
100
239
$4K ﹤0.01%
+110
240
$4K ﹤0.01%
283
241
$4K ﹤0.01%
100
242
$4K ﹤0.01%
357
243
$4K ﹤0.01%
4
244
$3K ﹤0.01%
167
245
$3K ﹤0.01%
100
-1,650
246
$3K ﹤0.01%
50
247
$3K ﹤0.01%
40
248
$3K ﹤0.01%
75
249
$3K ﹤0.01%
84
250
$3K ﹤0.01%
100
8 9
10
11 12