HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$3.05M
2
+$1.04M
3
+$861K
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$667K
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$384K

Top Sells

1
+$623K
2
+$519K
3
+$264K
4
LPT
Liberty Property Trust
LPT
+$262K
5
VZ icon
Verizon
VZ
+$231K

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
201
$11K 0.01%
376
202
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+140
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+11
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$11K 0.01%
604
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300
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184
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371
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229
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224
$8K ﹤0.01%
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225
$8K ﹤0.01%
162
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