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
201
$11K 0.01%
156
202
$10K 0.01%
200
203
$10K 0.01%
200
204
$10K 0.01%
130
205
$10K 0.01%
898
206
$10K 0.01%
150
207
$9K 0.01%
184
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$9K 0.01%
18
209
$8K 0.01%
500
210
$7K ﹤0.01%
360
211
$7K ﹤0.01%
59
212
$7K ﹤0.01%
100
213
$7K ﹤0.01%
240
214
$7K ﹤0.01%
1,000
215
$7K ﹤0.01%
117
216
$6K ﹤0.01%
70
217
$6K ﹤0.01%
125
218
$6K ﹤0.01%
40
219
$6K ﹤0.01%
215
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$6K ﹤0.01%
420
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$6K ﹤0.01%
200
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27
223
$6K ﹤0.01%
1
224
$5K ﹤0.01%
69
225
$5K ﹤0.01%
140
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9
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