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
151
$65K 0.04%
3,077
-1,000
152
$64K 0.04%
3,000
153
$63K 0.04%
1,900
+500
154
$62K 0.04%
6,700
+5,000
155
$58K 0.04%
1,516
156
$56K 0.04%
+1,119
157
$55K 0.04%
1,226
158
$47K 0.03%
1,238
159
$46K 0.03%
600
160
$46K 0.03%
1,000
-900
161
$45K 0.03%
728
-150
162
$44K 0.03%
565
163
$43K 0.03%
363
164
$42K 0.03%
1,799
165
$41K 0.03%
1,300
166
$39K 0.03%
550
-79
167
$32K 0.02%
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168
$30K 0.02%
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169
$30K 0.02%
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170
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171
$29K 0.02%
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172
$26K 0.02%
3,600
173
$26K 0.02%
1,000
174
$23K 0.02%
850
175
$22K 0.02%
300
5 6
7
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