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 Buys

1
+$3.09M
2
+$1.12M
3
+$866K
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$666K
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$424K

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
276
$2K ﹤0.01%
14
277
$2K ﹤0.01%
1
-2
278
$2K ﹤0.01%
55
-15
279
$1K ﹤0.01%
29
280
$1K ﹤0.01%
50
281
$1K ﹤0.01%
400
282
$1K ﹤0.01%
16
283
– –
-8
284
– –
-4
285
– –
-66
286
– –
-400
287
– –
-10
288
– –
-600
289
– –
-50
290
– –
-200
291
– –
-300
292
– –
-362
293
– –
-1
294
– –
-7,116
295
– –
-400
296
– –
-16
297
– –
-200
298
– –
-50
299
– –
-341
300
– –
-1,200
9 10 11
12
13