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
$153M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.02M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$634K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$519K

Top Sells

1
+$2.82M
2
+$1.34M
3
+$1.34M
4
PCH icon
PotlatchDeltic
PCH
+$1.26M
5
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$1.25M

Sector Composition

1 Energy 14.32%
2 Technology 13.46%
3 Healthcare 12.51%
4 Industrials 11.06%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.28%
15,794
+553
27
$1.96M 1.28%
19,919
+5
28
$1.96M 1.28%
73,875
-3,057
29
$1.95M 1.27%
51,732
-571
30
$1.94M 1.27%
71,854
+6,448
31
$1.94M 1.27%
39,044
-100
32
$1.89M 1.24%
16,938
+181
33
$1.85M 1.21%
31,198
-4,138
34
$1.79M 1.17%
20,306
+3
35
$1.73M 1.13%
24,567
+357
36
$1.68M 1.1%
45,723
-36,387
37
$1.64M 1.07%
8,919
-464
38
$1.64M 1.07%
19,611
39
$1.63M 1.07%
78,341
-150
40
$1.62M 1.06%
18,700
+300
41
$1.61M 1.05%
50,300
+19,821
42
$1.61M 1.05%
20,301
+2
43
$1.51M 0.99%
26,937
-32
44
$1.5M 0.98%
27,220
45
$1.44M 0.94%
26,563
46
$1.32M 0.86%
33,018
-481
47
$1.3M 0.85%
+47,652
48
$1.26M 0.82%
36,356
-200
49
$1.25M 0.82%
28,694
50
$1.23M 0.81%
39,800
-950
1
2
3 4 5