HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
This Quarter Return
-0.33%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$167M
AUM Growth
+$167M
(+1.1%)
Cap. Flow
+$4.2M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
299
New
14
Increased
56
Reduced
68
Closed
16
Top Buys
| 1 |
VER
VEREIT, Inc.
VER
|
$1.24M |
| 2 |
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
|
$1.05M |
| 3 |
PotlatchDeltic
PCH
|
$937K |
| 4 |
Enterprise Products Partners
EPD
|
$720K |
| 5 |
NYRT
New York REIT, Inc.
NYRT
|
$514K |
Top Sells
| 1 |
Rayonier Advanced Materials
RYAM
|
$274K |
| 2 |
LPT
Liberty Property Trust
LPT
|
$244K |
| 3 |
Exxon Mobil
XOM
|
$198K |
| 4 |
Cigna
CI
|
$177K |
| 5 |
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% |
