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
251
$2K ﹤0.01%
+50
252
$2K ﹤0.01%
+157
253
$2K ﹤0.01%
240
254
$2K ﹤0.01%
100
255
$2K ﹤0.01%
50
256
$2K ﹤0.01%
224
257
$2K ﹤0.01%
112
258
$2K ﹤0.01%
+57
259
$2K ﹤0.01%
20
260
$2K ﹤0.01%
50
261
$2K ﹤0.01%
14
262
$2K ﹤0.01%
733
-10,000
263
$1K ﹤0.01%
29
264
$1K ﹤0.01%
16
265
$1K ﹤0.01%
16
266
– –
-600
267
– –
-1,400
268
– –
-880
269
– –
-1,500
270
– –
-49,964
271
– –
-10
272
– –
-300
273
– –
-1
274
– –
-3
275
– –
-100
8 9 10
11
12