HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+8.77%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$154M
AUM Growth
+$9.17M
(+6.3%)
Cap. Flow
-$2.06M
Cap. Flow
% of AUM
-1.33%
Top 10 Holdings %
Top 10 Hldgs %
23.83%
Holding
279
New
12
Increased
47
Reduced
58
Closed
24
Top Buys
| 1 |
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
|
$359K |
| 2 |
American Electric Power
AEP
|
$257K |
| 3 |
Chevron
CVX
|
$244K |
| 4 |
Oneok
OKE
|
$150K |
| 5 |
Webster Financial
WBS
|
$117K |
Top Sells
Sector Composition
| 1 | Energy | 14.05% |
| 2 | Technology | 12.96% |
| 3 | Healthcare | 12.12% |
| 4 | Industrials | 11.09% |
| 5 | Communication Services | 9.21% |