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
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.05M
3
+$250K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$140K
5
ABT icon
Abbott
ABT
+$111K

Top Sells

1
+$2.28M
2
+$869K
3
+$556K
4
PFO
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
+$549K
5
SCG
Scana
SCG
+$508K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$113K 0.08%
3,195
127
$112K 0.08%
3,100
128
$111K 0.08%
2,150
129
$110K 0.08%
4,248
-999
130
$109K 0.08%
3,123
131
$109K 0.08%
2,500
132
$108K 0.07%
3,200
133
$101K 0.07%
1,600
134
$99K 0.07%
1,600
135
$97K 0.07%
1,224
136
$96K 0.07%
2,563
137
$92K 0.06%
2,814
-1,540
138
$90K 0.06%
+5,614
139
$90K 0.06%
8,730
140
$87K 0.06%
3,350
-8,350
141
$82K 0.06%
3,636
142
$76K 0.05%
+1,262
143
$74K 0.05%
751
144
$73K 0.05%
3,130
145
$72K 0.05%
1,337
-200
146
$72K 0.05%
1,128
147
$69K 0.05%
365
+102
148
$69K 0.05%
770
149
$68K 0.05%
5,400
150
$65K 0.04%
780
4 5
6
7 8