HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+5.3%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$162M
AUM Growth
-$4.58M
(-2.7%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-6.21%
Top 10 Holdings %
Top 10 Hldgs %
26.07%
Holding
289
New
6
Increased
49
Reduced
66
Closed
32
Top Buys
| 1 |
Chevron
CVX
|
$320K |
| 2 |
Exxon Mobil
XOM
|
$268K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$263K |
| 4 |
APA Corp
APA
|
$225K |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$212K |
Top Sells
| 1 |
Rayonier
RYN
|
$1.66M |
| 2 |
NYRT
New York REIT, Inc.
NYRT
|
$1.32M |
| 3 |
VER
VEREIT, Inc.
VER
|
$1.24M |
| 4 |
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
|
$1.05M |
| 5 |
PotlatchDeltic
PCH
|
$937K |
Sector Composition
| 1 | Healthcare | 14.13% |
| 2 | Technology | 13.58% |
| 3 | Energy | 12.58% |
| 4 | Industrials | 11.02% |
| 5 | Consumer Staples | 8.82% |
