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
151
$51K 0.03%
530
152
$51K 0.03%
600
153
$50K 0.03%
1,116
-400
154
$49K 0.03%
283
155
$48K 0.03%
550
156
$47K 0.03%
1,300
157
$47K 0.03%
13,100
158
$44K 0.03%
4,200
159
$42K 0.03%
640
-88
160
$42K 0.03%
32,000
161
$41K 0.02%
1,799
162
$39K 0.02%
1,000
163
$36K 0.02%
+5,000
164
$35K 0.02%
+20,000
165
$34K 0.02%
263
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166
$32K 0.02%
503
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167
$32K 0.02%
850
168
$30K 0.02%
490
169
$30K 0.02%
300
170
$29K 0.02%
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171
$29K 0.02%
1,652
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172
$27K 0.02%
1,100
173
$27K 0.02%
400
174
$25K 0.02%
2,200
175
$23K 0.01%
604
+2
5 6
7
8 9