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
$153M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.02M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$634K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$519K

Top Sells

1
+$2.82M
2
+$1.34M
3
+$1.34M
4
PCH icon
PotlatchDeltic
PCH
+$1.26M
5
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$1.25M

Sector Composition

1 Energy 14.32%
2 Technology 13.46%
3 Healthcare 12.51%
4 Industrials 11.06%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
400
177
$18K 0.01%
1,179
+5
178
$18K 0.01%
428
179
$18K 0.01%
+400
180
$18K 0.01%
1,800
181
$17K 0.01%
200
182
$17K 0.01%
+341
183
$17K 0.01%
500
184
$17K 0.01%
175
185
$16K 0.01%
480
186
$16K 0.01%
598
187
$16K 0.01%
264
188
$15K 0.01%
450
189
$14K 0.01%
1,325
+150
190
$14K 0.01%
400
191
$14K 0.01%
293
192
$13K 0.01%
300
193
$13K 0.01%
1
194
$11K 0.01%
376
-100
195
$11K 0.01%
200
196
$11K 0.01%
130
197
$10K 0.01%
184
198
$10K 0.01%
300
199
$10K 0.01%
59
200
$10K 0.01%
898
6 7
8
9 10