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
76
$588K 0.36%
6,917
77
$583K 0.35%
5,800
-200
78
$578K 0.35%
22,660
+4,254
79
$570K 0.35%
6,010
80
$565K 0.34%
13,600
+1,800
81
$555K 0.34%
6,323
+2,120
82
$531K 0.32%
13,109
+212
83
$529K 0.32%
10,744
-200
84
$487K 0.3%
10,150
85
$467K 0.28%
3,655
86
$437K 0.26%
10,323
+3
87
$422K 0.26%
6,200
88
$419K 0.25%
10,056
+356
89
$416K 0.25%
4,943
-248
90
$406K 0.25%
3,916
91
$357K 0.22%
10,817
+900
92
$339K 0.21%
8,100
-300
93
$338K 0.2%
21,887
94
$337K 0.2%
2,015
-60
95
$329K 0.2%
21,751
-4,800
96
$306K 0.19%
3,750
97
$297K 0.18%
4,087
98
$290K 0.18%
2,650
-250
99
$270K 0.16%
5,961
-19
100
$261K 0.16%
4,300
2 3
4
5 6