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
126
$113K 0.07%
1,600
127
$111K 0.07%
1,825
+700
128
$109K 0.07%
932
+32
129
$101K 0.06%
2,500
-314
130
$99K 0.06%
1,850
-570
131
$97K 0.06%
3,638
132
$94K 0.06%
2,163
+100
133
$91K 0.06%
1,128
134
$89K 0.05%
751
135
$88K 0.05%
1,475
+575
136
$84K 0.05%
5,600
137
$83K 0.05%
780
138
$82K 0.05%
1,000
139
$81K 0.05%
1,400
-2,000
140
$76K 0.05%
8,730
141
$75K 0.05%
770
142
$74K 0.04%
3,000
+400
143
$66K 0.04%
3,136
-143
144
$65K 0.04%
1,226
145
$61K 0.04%
2,640
+1,313
146
$61K 0.04%
1,690
-887
147
$61K 0.04%
650
+150
148
$55K 0.03%
1,000
149
$55K 0.03%
2,077
150
$53K 0.03%
1,830
4 5
6
7 8