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
126
$118K 0.08%
2,520
-100
127
$117K 0.08%
4,248
128
$115K 0.07%
3,195
129
$113K 0.07%
2,500
130
$110K 0.07%
1,850
-300
131
$103K 0.07%
2,563
132
$94K 0.06%
3,636
133
$92K 0.06%
8,730
134
$90K 0.06%
2,814
135
$90K 0.06%
3,050
-300
136
$88K 0.06%
751
137
$88K 0.06%
4,889
-725
138
$77K 0.05%
1,128
139
$72K 0.05%
780
140
$70K 0.05%
770
141
$66K 0.04%
6,700
142
$62K 0.04%
2,800
-330
143
$62K 0.04%
1,516
144
$60K 0.04%
565
145
$58K 0.04%
1,226
146
$54K 0.04%
2,077
-1,000
147
$53K 0.03%
+14,700
148
$51K 0.03%
+2,100
149
$50K 0.03%
27,000
+9,000
150
$50K 0.03%
600
4 5
6
7 8