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
101
$252K 0.15%
8,744
-9
102
$232K 0.14%
15,138
-144
103
$228K 0.14%
6,300
104
$226K 0.14%
2,324
105
$216K 0.13%
5,000
106
$209K 0.13%
12,250
107
$185K 0.11%
3,173
+57
108
$166K 0.1%
10,280
109
$164K 0.1%
1,600
110
$164K 0.1%
2,370
111
$159K 0.1%
2,860
-5,000
112
$158K 0.1%
3,668
113
$155K 0.09%
4,127
-2,322
114
$153K 0.09%
5,446
-42
115
$147K 0.09%
3,125
116
$145K 0.09%
3,461
117
$145K 0.09%
3,700
+500
118
$143K 0.09%
4,248
119
$134K 0.08%
2,610
120
$133K 0.08%
1,850
121
$127K 0.08%
1,403
122
$120K 0.07%
3,123
123
$118K 0.07%
4,728
-600
124
$116K 0.07%
1,572
-34
125
$115K 0.07%
+1,630
3 4
5
6 7