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
$154M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$359K
2
+$257K
3
+$244K
4
OKE icon
Oneok
OKE
+$150K
5
WBS icon
Webster Financial
WBS
+$117K

Top Sells

1
+$451K
2
+$419K
3
+$233K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$221K
5
COF icon
Capital One
COF
+$137K

Sector Composition

1 Energy 14.05%
2 Technology 12.96%
3 Healthcare 12.12%
4 Industrials 11.09%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
110
227
$5K ﹤0.01%
283
228
$4K ﹤0.01%
166
-1
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$4K ﹤0.01%
43
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$4K ﹤0.01%
4
231
$4K ﹤0.01%
100
232
$4K ﹤0.01%
50
233
$4K ﹤0.01%
75
234
$3K ﹤0.01%
40
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$3K ﹤0.01%
57
236
$3K ﹤0.01%
157
237
$3K ﹤0.01%
84
238
$2K ﹤0.01%
50
239
$2K ﹤0.01%
14
240
$2K ﹤0.01%
+200
241
$2K ﹤0.01%
+400
242
$2K ﹤0.01%
50
243
$2K ﹤0.01%
240
244
$2K ﹤0.01%
100
245
$2K ﹤0.01%
50
246
$2K ﹤0.01%
224
247
$2K ﹤0.01%
112
248
$2K ﹤0.01%
20
249
$1K ﹤0.01%
29
250
$1K ﹤0.01%
16
8 9
10
11 12