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
76
$519K 0.34%
11,400
-400
77
$517K 0.34%
16,596
+3,767
78
$515K 0.33%
6,000
79
$505K 0.33%
10,200
80
$493K 0.32%
12,897
-500
81
$477K 0.31%
6,917
82
$452K 0.29%
5,189
+452
83
$424K 0.28%
3,655
84
$421K 0.27%
27,851
-6,500
85
$408K 0.26%
4,560
-50
86
$404K 0.26%
6,200
87
$395K 0.26%
8,460
+5,500
88
$367K 0.24%
2,075
+60
89
$362K 0.23%
9,700
+400
90
$331K 0.21%
8,400
91
$323K 0.21%
4,003
92
$313K 0.2%
9,917
-721
93
$301K 0.2%
13,001
94
$296K 0.19%
3,934
95
$282K 0.18%
21,887
96
$272K 0.18%
7,040
-956
97
$268K 0.17%
3,070
98
$265K 0.17%
17,032
+3
99
$263K 0.17%
4,116
100
$261K 0.17%
2,900
2 3
4
5 6