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
26
$2.04M 1.33%
76,932
+1,065
27
$2.03M 1.32%
32,862
-421
28
$2.02M 1.31%
65,406
+11,656
29
$1.99M 1.29%
16,757
+220
30
$1.93M 1.25%
52,303
+7
31
$1.92M 1.25%
35,336
+2,748
32
$1.82M 1.18%
19,914
-195
33
$1.78M 1.15%
39,144
-625
34
$1.77M 1.15%
20,303
-154
35
$1.71M 1.11%
24,210
+407
36
$1.68M 1.09%
9,383
+2
37
$1.67M 1.08%
20,299
+2
38
$1.63M 1.06%
19,611
-260
39
$1.53M 0.99%
18,400
-100
40
$1.45M 0.94%
26,969
-66
41
$1.41M 0.91%
27,220
42
$1.4M 0.91%
78,491
-243
43
$1.37M 0.89%
40,750
44
$1.35M 0.88%
13,971
+452
45
$1.34M 0.87%
43,620
-7,572
46
$1.32M 0.85%
28,694
47
$1.27M 0.82%
26,563
48
$1.26M 0.82%
33,499
-1,009
49
$1.26M 0.82%
30,308
-250
50
$1.25M 0.81%
46,710
+861
1
2
3 4 5