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
26
$2.15M 1.3%
31,590
+392
27
$2.15M 1.3%
25,024
+457
28
$2.08M 1.26%
19,841
-78
29
$2.04M 1.24%
58,052
+7,752
30
$2.03M 1.23%
32,681
+30
31
$2M 1.21%
38,094
-950
32
$1.98M 1.2%
17,188
+250
33
$1.97M 1.2%
15,671
-123
34
$1.96M 1.19%
40,048
-4,765
35
$1.87M 1.13%
70,111
-3,764
36
$1.84M 1.11%
54,297
-18,929
37
$1.79M 1.08%
20,203
-103
38
$1.71M 1.03%
19,111
-500
39
$1.69M 1.03%
77,177
-1,164
40
$1.68M 1.02%
20,703
+402
41
$1.67M 1.01%
27,796
+859
42
$1.64M 0.99%
18,650
-50
43
$1.63M 0.99%
27,220
44
$1.59M 0.97%
49,463
+1,811
45
$1.54M 0.93%
8,888
-31
46
$1.47M 0.89%
26,563
47
$1.41M 0.85%
17,990
+654
48
$1.4M 0.85%
15,241
+12,151
49
$1.4M 0.85%
35,756
-600
50
$1.37M 0.83%
41,167
-4,556
1
2
3 4 5