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
51
$1.25M 0.76%
31,781
-1,237
52
$1.19M 0.72%
14,800
+100
53
$1.16M 0.7%
20,059
+1,392
54
$1.12M 0.68%
28,694
55
$1.12M 0.68%
38,900
-900
56
$1.09M 0.66%
10,823
+1
57
$1.07M 0.65%
26,834
-998
58
$1.06M 0.64%
85,610
+10,750
59
$1.04M 0.63%
8,147
+1
60
$1.02M 0.62%
121,910
+18,160
61
$1M 0.61%
10,054
+200
62
$1M 0.61%
44,406
+900
63
$946K 0.57%
16,261
-184
64
$874K 0.53%
37,636
+256
65
$866K 0.52%
+7,836
66
$850K 0.52%
14,665
+150
67
$778K 0.47%
17,400
+350
68
$770K 0.47%
16,125
69
$767K 0.46%
10,003
-28
70
$764K 0.46%
16,962
-4,300
71
$717K 0.43%
9,129
+5
72
$684K 0.41%
18,742
+50
73
$666K 0.4%
+17,202
74
$620K 0.38%
19,686
+2,224
75
$618K 0.37%
8,654
1 2
3
4 5