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
151
$48K 0.03%
728
152
$47K 0.03%
1,799
153
$47K 0.03%
363
154
$47K 0.03%
1,000
155
$45K 0.03%
1,300
156
$42K 0.03%
550
157
$35K 0.02%
1,318
+9
158
$34K 0.02%
1,000
159
$31K 0.02%
850
160
$30K 0.02%
1,000
161
$27K 0.02%
300
162
$27K 0.02%
1,650
+650
163
$25K 0.02%
1,100
164
$25K 0.02%
600
-1,300
165
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2,200
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166
$23K 0.01%
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167
$22K 0.01%
500
168
$20K 0.01%
500
169
$19K 0.01%
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170
$19K 0.01%
428
171
$18K 0.01%
200
172
$18K 0.01%
480
173
$18K 0.01%
1,174
+3
174
$17K 0.01%
642
-107
175
$17K 0.01%
175
5 6
7
8 9