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
51
$1.21M 0.79%
36,556
-1,000
52
$1.21M 0.78%
16,933
+304
53
$1.16M 0.75%
18,267
-200
54
$1.15M 0.75%
23,441
-36
55
$1.12M 0.73%
14,500
56
$1.11M 0.72%
8,145
-100
57
$1.07M 0.69%
30,479
-1,000
58
$1.01M 0.65%
21,662
-200
59
$915K 0.59%
153,927
-326
60
$830K 0.54%
14,515
-400
61
$827K 0.54%
9,852
+2
62
$826K 0.54%
74,860
+2,000
63
$810K 0.53%
16,583
64
$770K 0.5%
21,819
+550
65
$769K 0.5%
43,506
-444
66
$745K 0.48%
19,742
67
$742K 0.48%
9,119
-95
68
$716K 0.46%
10,052
+14
69
$708K 0.46%
16,125
70
$675K 0.44%
15,050
-550
71
$649K 0.42%
84,250
+14,000
72
$620K 0.4%
30,968
-196
73
$568K 0.37%
10,644
+150
74
$559K 0.36%
8,654
-200
75
$545K 0.35%
6,010
1 2
3
4 5