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
126
$116K 0.07%
1,825
127
$114K 0.07%
1,532
-40
128
$112K 0.07%
4,428
-300
129
$110K 0.07%
1,600
130
$106K 0.06%
1,300
-103
131
$98K 0.06%
1,050
+400
132
$94K 0.06%
3,526
-112
133
$94K 0.06%
932
134
$94K 0.06%
3,123
135
$93K 0.06%
780
136
$93K 0.06%
2,500
137
$91K 0.05%
1,850
138
$91K 0.05%
1,128
139
$88K 0.05%
751
140
$85K 0.05%
2,163
141
$81K 0.05%
1,000
142
$77K 0.05%
1,400
143
$73K 0.04%
2,136
-1,991
144
$72K 0.04%
8,730
145
$70K 0.04%
770
146
$68K 0.04%
1,475
147
$65K 0.04%
2,600
-400
148
$64K 0.04%
1,690
149
$62K 0.04%
1,226
150
$62K 0.04%
2,652
+12
4 5
6
7 8