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
276
-733
277
$0 ﹤0.01%
+14