HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+0.56%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$161M
AUM Growth
+$637K
(+0.4%)
Cap. Flow
+$1.7M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
316
New
39
Increased
85
Reduced
42
Closed
14
Top Buys
| 1 |
Weyerhaeuser
WY
|
$1.17M |
| 2 |
Webster Financial
WBS
|
$378K |
| 3 |
SPDR Gold Trust
GLD
|
$298K |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
$296K |
| 5 |
Marathon Petroleum
MPC
|
$238K |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$833K |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$569K |
| 3 |
WRK
WestRock Company
WRK
|
$335K |
| 4 |
ConocoPhillips
COP
|
$286K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$259K |
Sector Composition
| 1 | Healthcare | 14.53% |
| 2 | Consumer Staples | 10.18% |
| 3 | Technology | 10.12% |
| 4 | Industrials | 9.84% |
| 5 | Energy | 9.22% |
