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
$154M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$359K
2
+$257K
3
+$244K
4
OKE icon
Oneok
OKE
+$150K
5
WBS icon
Webster Financial
WBS
+$117K

Top Sells

1
+$451K
2
+$419K
3
+$233K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$221K
5
COF icon
Capital One
COF
+$137K

Sector Composition

1 Energy 14.05%
2 Technology 12.96%
3 Healthcare 12.12%
4 Industrials 11.09%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.87M 3.16%
67,992
-76
2
$4.53M 2.94%
63,304
-57
3
$4.2M 2.73%
60,730
+650
4
$3.62M 2.35%
68,150
-195
5
$3.5M 2.27%
28,024
+1,950
6
$3.29M 2.13%
82,110
-686
7
$3.22M 2.09%
128,005
-341
8
$3.2M 2.08%
31,666
-325
9
$3.18M 2.06%
54,396
+200
10
$3.11M 2.02%
40,742
-250
11
$3.03M 1.97%
225,832
+527
12
$3.01M 1.95%
30,040
-414
13
$3.01M 1.95%
154,649
+351
14
$2.87M 1.86%
38,670
-200
15
$2.84M 1.84%
54,746
-149
16
$2.82M 1.83%
76,605
-6,005
17
$2.74M 1.78%
81,014
+1,150
18
$2.63M 1.71%
37,109
19
$2.6M 1.68%
86,801
+427
20
$2.47M 1.6%
95,039
-200
21
$2.28M 1.48%
238,059
+5,208
22
$2.27M 1.48%
25,042
+206
23
$2.18M 1.41%
61,680
+1,252
24
$2.14M 1.39%
55,733
+1,054
25
$2.05M 1.33%
15,241
-52
1
2 3 4 5