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HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.27M
3
+$1.01M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$648K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$509K

Top Sells

1
+$2.82M
2
+$1.4M
3
+$1.34M
4
PCH
PotlatchDeltic
PCH
+$1.26M
5
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$1.25M

Sector Composition

1 Energy 14.32%
2 Technology 13.46%
3 Healthcare 12.51%
4 Industrials 11.06%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.01M 3.27%
68,089
+97
2
$4.74M 3.1%
63,282
-22
3
$4.63M 3.03%
60,363
-367
4
$3.57M 2.33%
68,705
+555
5
$3.48M 2.28%
127,164
-841
6
$3.34M 2.18%
28,074
+50
7
$3.3M 2.16%
54,396
8
$3.28M 2.15%
40,972
+230
9
$3.22M 2.1%
225,858
+26
10
$3.2M 2.09%
30,252
+212
11
$3.08M 2.01%
39,020
+350
12
$2.98M 1.95%
30,567
-1,099
13
$2.89M 1.89%
154,704
+55
14
$2.78M 1.82%
55,230
+484
15
$2.51M 1.64%
36,995
-114
16
$2.42M 1.58%
93,719
-1,320
17
$2.39M 1.56%
76,801
-14,237
18
$2.37M 1.55%
64,114
-16,900
19
$2.16M 1.42%
224,130
-13,929
20
$2.15M 1.41%
55,938
+205
21
$2.14M 1.4%
61,883
+203
22
$2.13M 1.39%
44,813
+21,372
23
$2.11M 1.38%
+107,421
24
$2.08M 1.36%
32,651
-211
25
$1.99M 1.3%
19,998
-5,044
1
2 3 4 5