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
$167M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.05M
3
+$937K
4
NYRT
New York REIT, Inc.
NYRT
+$514K
5
EROC
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
+$340K

Top Sells

1
+$274K
2
+$244K
3
+$198K
4
CI icon
Cigna
CI
+$177K
5
VOD icon
Vodafone
VOD
+$171K

Sector Composition

1 Energy 13.11%
2 Technology 13.04%
3 Healthcare 12.46%
4 Industrials 10.11%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.52M 3.31%
60,163
-542
2
$5.04M 3.02%
63,371
+69
3
$4.45M 2.67%
67,018
-1,168
4
$3.69M 2.21%
126,032
-191
5
$3.62M 2.17%
40,656
-383
6
$3.56M 2.13%
69,490
+305
7
$3.4M 2.04%
56,392
+96
8
$3.27M 1.96%
93,892
+51
9
$3.22M 1.93%
26,974
-850
10
$3.18M 1.9%
30,832
+159
11
$3.1M 1.86%
78,465
+1,035
12
$3.07M 1.84%
154,530
+200
13
$3.02M 1.81%
226,769
+380
14
$2.93M 1.75%
39,170
-150
15
$2.86M 1.71%
55,975
+150
16
$2.71M 1.62%
37,127
-190
17
$2.63M 1.58%
90,917
+5,505
18
$2.59M 1.55%
27,512
-2,106
19
$2.53M 1.52%
236,931
+5,277
20
$2.44M 1.46%
119,730
-883
21
$2.34M 1.4%
56,279
-115
22
$2.22M 1.33%
32,584
-97
23
$2.16M 1.29%
62,928
-90
24
$2.13M 1.28%
17,014
-174
25
$2.12M 1.27%
19,846
+5
1
2 3 4 5