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
$167M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.05M
3
+$937K
4
NYRT
New York REIT, Inc.
NYRT
+$514K
5
EROC
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
+$340K

Top Sells

1
+$274K
2
+$244K
3
+$198K
4
CI icon
Cigna
CI
+$177K
5
VOD icon
Vodafone
VOD
+$171K

Sector Composition

1 Energy 13.11%
2 Technology 13.04%
3 Healthcare 12.46%
4 Industrials 10.11%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.25%
31,905
+315
27
$2.05M 1.23%
39,454
+1,360
28
$2.04M 1.22%
59,577
+1,525
29
$2.03M 1.22%
49,610
-1,761
30
$1.99M 1.19%
16,202
+531
31
$1.96M 1.17%
19,792
-27
32
$1.95M 1.17%
38,956
-1,092
33
$1.9M 1.14%
20,705
+2
34
$1.9M 1.14%
24,808
-216
35
$1.79M 1.07%
20,206
+3
36
$1.79M 1.07%
19,261
+150
37
$1.73M 1.04%
65,010
-5,101
38
$1.66M 1%
56,166
+1,869
39
$1.66M 0.99%
49,864
-7,350
40
$1.66M 0.99%
50,810
+1,347
41
$1.61M 0.97%
8,903
+15
42
$1.6M 0.96%
18,300
-350
43
$1.58M 0.95%
26,796
-424
44
$1.54M 0.92%
27,191
+628
45
$1.54M 0.92%
27,244
-552
46
$1.49M 0.89%
76,880
-297
47
$1.44M 0.86%
35,756
48
$1.33M 0.8%
21,300
+1,241
49
$1.32M 0.79%
12,836
+5,000
50
$1.27M 0.76%
18,093
+103
1
2
3 4 5