HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
This Quarter Return
+4.68%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$165M
AUM Growth
+$165M
(+7.9%)
Cap. Flow
+$7.5M
Cap. Flow
% of AUM
4.54%
Top 10 Holdings %
Top 10 Hldgs %
23.22%
Holding
309
New
39
Increased
74
Reduced
52
Closed
24
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$3.09M |
| 2 |
Cigna
CI
|
$1.12M |
| 3 |
NYRT
New York REIT, Inc.
NYRT
|
$866K |
| 4 |
Apple
AAPL
|
$750K |
| 5 |
Rayonier Advanced Materials
RYAM
|
$666K |
Top Sells
| 1 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$519K |
| 2 |
American Electric Power
AEP
|
$278K |
| 3 |
LPT
Liberty Property Trust
LPT
|
$262K |
| 4 |
Verizon
VZ
|
$233K |
| 5 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$194K |
Sector Composition
| 1 | Energy | 14.21% |
| 2 | Technology | 12.97% |
| 3 | Healthcare | 12.44% |
| 4 | Industrials | 10.72% |
| 5 | Communication Services | 8.82% |