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
51
$1.24M 0.74%
+20,607
52
$1.24M 0.74%
31,722
-59
53
$1.23M 0.74%
95,610
+10,000
54
$1.21M 0.73%
28,694
55
$1.2M 0.72%
14,782
-18
56
$1.18M 0.71%
35,974
-5,193
57
$1.15M 0.69%
13,202
-2,039
58
$1.13M 0.68%
132,580
+10,670
59
$1.09M 0.65%
10,056
+2
60
$1.05M 0.63%
+34,931
61
$1.04M 0.62%
8,147
62
$1.01M 0.6%
36,100
-2,800
63
$1M 0.6%
26,636
-198
64
$969K 0.58%
10,225
-598
65
$959K 0.57%
44,406
66
$938K 0.56%
14,665
67
$937K 0.56%
+23,324
68
$898K 0.54%
35,664
-1,972
69
$837K 0.5%
10,000
+871
70
$808K 0.48%
16,215
-46
71
$798K 0.48%
16,800
-600
72
$769K 0.46%
16,125
73
$758K 0.45%
10,010
+7
74
$694K 0.42%
23,835
+4,149
75
$626K 0.38%
16,062
-900
1 2
3
4 5