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
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.05M
3
+$250K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$140K
5
ABT icon
Abbott
ABT
+$111K

Top Sells

1
+$2.28M
2
+$869K
3
+$556K
4
PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
+$549K
5
SCG
Scana
SCG
+$508K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.34%
70,250
+5,500
77
$485K 0.33%
10,200
+850
78
$479K 0.33%
11,800
79
$468K 0.32%
3,655
-124
80
$453K 0.31%
6,010
81
$451K 0.31%
6,000
-150
82
$444K 0.31%
13,397
-250
83
$419K 0.29%
35
+2
84
$413K 0.28%
6,917
-277
85
$410K 0.28%
4,737
+1
86
$367K 0.25%
6,200
87
$362K 0.25%
4,003
-100
88
$357K 0.25%
4,610
-2,701
89
$327K 0.23%
12,829
+169
90
$318K 0.22%
2,015
+15
91
$311K 0.21%
8,400
92
$311K 0.21%
13,001
-300
93
$309K 0.21%
9,300
94
$304K 0.21%
10,638
95
$281K 0.19%
3,934
96
$278K 0.19%
3,000
97
$265K 0.18%
21,887
-12,725
98
$256K 0.18%
2,900
99
$250K 0.17%
+7,996
100
$237K 0.16%
4,116
2 3
4
5 6