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
101
$298K 0.18%
7,875
-225
102
$290K 0.17%
8,841
-8,361
103
$289K 0.17%
4,118
+31
104
$270K 0.16%
6,192
+231
105
$268K 0.16%
2,650
106
$258K 0.15%
15,151
+13
107
$247K 0.15%
+7,820
108
$221K 0.13%
2,324
109
$211K 0.13%
6,300
110
$209K 0.13%
5,000
111
$205K 0.12%
12,250
112
$178K 0.11%
1,600
113
$161K 0.1%
3,125
114
$161K 0.1%
3,116
-57
115
$158K 0.09%
3,461
116
$157K 0.09%
9,780
-500
117
$156K 0.09%
4,200
+500
118
$152K 0.09%
2,160
-210
119
$149K 0.09%
2,860
120
$149K 0.09%
4,157
+489
121
$146K 0.09%
5,217
-229
122
$144K 0.09%
4,248
123
$132K 0.08%
+2,500
124
$128K 0.08%
1,850
125
$128K 0.08%
2,610
3 4
5
6 7