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
101
$252K 0.16%
6,120
+4
102
$249K 0.16%
6,300
103
$249K 0.16%
6,066
+514
104
$237K 0.15%
3,000
105
$225K 0.15%
2,324
106
$206K 0.13%
7,388
107
$203K 0.13%
12,750
108
$202K 0.13%
5,000
109
$170K 0.11%
1,837
+500
110
$169K 0.11%
3,116
111
$166K 0.11%
2,370
112
$159K 0.1%
8,000
113
$159K 0.1%
5,488
114
$148K 0.1%
1,600
115
$146K 0.09%
5,600
116
$145K 0.09%
3,668
117
$140K 0.09%
2,041
-518
118
$139K 0.09%
5,328
-1,200
119
$132K 0.09%
3,461
120
$131K 0.09%
3,400
+300
121
$128K 0.08%
1,403
-300
122
$122K 0.08%
2,610
123
$119K 0.08%
3,200
124
$119K 0.08%
3,123
125
$118K 0.08%
1,600
3 4
5
6 7