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
176
$21K 0.01%
660
177
$21K 0.01%
2,000
178
$19K 0.01%
1,171
+3
179
$19K 0.01%
+1,050
180
$18K 0.01%
500
181
$17K 0.01%
480
182
$17K 0.01%
428
183
$16K 0.01%
200
184
$16K 0.01%
400
-600
185
$16K 0.01%
749
+107
186
$16K 0.01%
1,800
187
$16K 0.01%
500
188
$15K 0.01%
280
189
$15K 0.01%
175
190
$14K 0.01%
476
191
$14K 0.01%
598
192
$14K 0.01%
264
193
$12K 0.01%
+400
194
$12K 0.01%
546
195
$12K 0.01%
184
-100
196
$11K 0.01%
300
197
$11K 0.01%
100
198
$11K 0.01%
300
199
$11K 0.01%
200
200
$11K 0.01%
291
+201
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