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
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.05M
3
+$250K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$140K
5
ABT icon
Abbott
ABT
+$111K

Top Sells

1
+$2.28M
2
+$869K
3
+$556K
4
PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
+$549K
5
SCG
Scana
SCG
+$508K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.31%
60,428
+653
27
$1.85M 1.28%
33,283
-106
28
$1.81M 1.25%
54,679
+3,353
29
$1.75M 1.21%
15,293
+202
30
$1.74M 1.2%
20,109
+105
31
$1.66M 1.15%
9,381
-146
32
$1.65M 1.14%
23,803
+107
33
$1.64M 1.13%
39,769
-100
34
$1.62M 1.12%
20,457
-102
35
$1.58M 1.09%
19,871
36
$1.57M 1.08%
53,750
+53,250
37
$1.54M 1.06%
20,297
+1
38
$1.52M 1.05%
32,588
+257
39
$1.5M 1.03%
18,500
40
$1.43M 0.99%
27,220
41
$1.42M 0.98%
27,035
-66
42
$1.33M 0.91%
51,192
-19,213
43
$1.3M 0.9%
13,519
+801
44
$1.23M 0.85%
34,508
-456
45
$1.21M 0.84%
30,558
-1,750
46
$1.21M 0.83%
40,750
-150
47
$1.21M 0.83%
26,563
+786
48
$1.18M 0.81%
18,467
+100
49
$1.15M 0.79%
78,734
-697
50
$1.15M 0.79%
37,556
1
2
3 4 5