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
176
$23K 0.01%
+280
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$21K 0.01%
+400
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$20K 0.01%
428
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253
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80
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181
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182
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500
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$18K 0.01%
598
185
$18K 0.01%
1,325
186
$17K 0.01%
3,600
187
$17K 0.01%
1,800
188
$17K 0.01%
460
+260
189
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500
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1,650
191
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480
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450
193
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264
194
$16K 0.01%
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$15K 0.01%
400
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+837
198
$13K 0.01%
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$12K 0.01%
200
200
$12K 0.01%
+140
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8
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