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
76
$625K 0.37%
14,150
+550
77
$597K 0.36%
8,654
78
$593K 0.36%
18,192
-550
79
$577K 0.35%
23,615
+955
80
$572K 0.34%
10,544
-200
81
$537K 0.32%
10,150
82
$526K 0.32%
6,010
83
$511K 0.31%
5,917
-1,000
84
$494K 0.3%
12,917
-192
85
$467K 0.28%
8,300
+4,000
86
$466K 0.28%
10,056
87
$440K 0.26%
10,325
+2
88
$424K 0.25%
3,655
89
$414K 0.25%
3,916
90
$404K 0.24%
6,200
91
$380K 0.23%
4,050
-1,750
92
$369K 0.22%
2,015
93
$369K 0.22%
4,434
-509
94
$361K 0.22%
6,193
-130
95
$352K 0.21%
21,887
96
$344K 0.21%
10,817
97
$340K 0.2%
+95,530
98
$332K 0.2%
3,850
+100
99
$314K 0.19%
21,751
100
$312K 0.19%
10,749
+2,005
2 3
4
5 6