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
176
$16K 0.01%
400
177
$16K 0.01%
450
-500
178
$16K 0.01%
1,800
179
$15K 0.01%
476
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$15K 0.01%
598
181
$15K 0.01%
264
182
$15K 0.01%
+6
183
$14K 0.01%
410
+260
184
$13K 0.01%
300
185
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400
186
$13K 0.01%
293
+2
187
$12K 0.01%
546
188
$12K 0.01%
300
189
$12K 0.01%
750
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$11K 0.01%
1,175
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191
$11K 0.01%
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$11K 0.01%
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194
$10K 0.01%
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$10K 0.01%
898
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$9K 0.01%
500
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$9K 0.01%
59
199
$9K 0.01%
100
200
$9K 0.01%
150
+50
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8
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