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
$165M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.12M
3
+$866K
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$666K
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$424K

Top Sells

1
+$640K
2
+$519K
3
+$278K
4
LPT
Liberty Property Trust
LPT
+$262K
5
VZ icon
Verizon
VZ
+$233K

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
1
$5M 3.03%
60,705
+342
2
$4.95M 3%
68,186
+97
3
$4.77M 2.89%
63,302
+20
4
$3.63M 2.2%
27,824
-250
5
$3.52M 2.13%
41,039
+67
6
$3.36M 2.03%
69,185
+480
7
$3.32M 2.01%
126,223
-941
8
$3.27M 1.98%
30,673
+421
9
$3.26M 1.97%
154,330
-374
10
$3.24M 1.97%
226,389
+531
11
$3.24M 1.97%
56,296
+1,900
12
$3.11M 1.89%
39,320
+300
13
$3.09M 1.87%
+77,430
14
$2.98M 1.81%
29,618
-949
15
$2.95M 1.79%
55,825
+595
16
$2.9M 1.76%
93,841
+122
17
$2.67M 1.62%
85,412
+13,558
18
$2.6M 1.57%
37,317
+322
19
$2.41M 1.46%
120,613
+13,192
20
$2.38M 1.44%
231,654
+7,524
21
$2.37M 1.44%
63,018
+1,135
22
$2.31M 1.4%
56,394
+456
23
$2.27M 1.38%
51,371
-361
24
$2.17M 1.32%
57,214
-6,900
25
$2.15M 1.3%
19,819
-179
1
2 3 4 5