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
$165M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$519K
3 +$278K
4
LPT
Liberty Property Trust
LPT
+$262K
5
VZ icon
Verizon
VZ
+$233K

Sector Composition

1 Energy 14.21%
2 Technology 12.97%
3 Healthcare 12.44%
4 Industrials 10.72%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5K ﹤0.01%
112
+62
252
$4K ﹤0.01%
43
253
$4K ﹤0.01%
+24
254
$4K ﹤0.01%
101
+1
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$4K ﹤0.01%
18
256
$4K ﹤0.01%
+127
257
$4K ﹤0.01%
137
258
$4K ﹤0.01%
+101
259
$4K ﹤0.01%
+51
260
$4K ﹤0.01%
+66
261
$4K ﹤0.01%
+32
262
$4K ﹤0.01%
84
263
$3K ﹤0.01%
+88
264
$3K ﹤0.01%
240
265
$3K ﹤0.01%
40
266
$3K ﹤0.01%
+40
267
$3K ﹤0.01%
157
268
$3K ﹤0.01%
653
+3
269
$3K ﹤0.01%
90
-203
270
$2K ﹤0.01%
50
271
$2K ﹤0.01%
224
272
$2K ﹤0.01%
30
273
$2K ﹤0.01%
112
274
$2K ﹤0.01%
57
275
$2K ﹤0.01%
20