HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$245K
3
+$111K
4
ENB icon
Enbridge
ENB
+$103K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$102K

Top Sells

1
+$586K
2
+$512K
3
+$368K
4
CVS icon
CVS Health
CVS
+$284K
5
CVX icon
Chevron
CVX
+$282K

Sector Composition

1 Healthcare 10.91%
2 Industrials 10.68%
3 Technology 10.28%
4 Financials 9.97%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
114
227
$16K 0.01%
604
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$15K 0.01%
160
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+2
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500
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239
+1
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$15K 0.01%
174
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$15K 0.01%
300
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$15K 0.01%
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$15K 0.01%
475
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$14K 0.01%
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360
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$14K 0.01%
96
240
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733
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$13K 0.01%
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$13K 0.01%
300
+100
245
$12K 0.01%
590
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$12K 0.01%
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$12K 0.01%
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$12K 0.01%
+50
249
$12K 0.01%
175
250
$11K 0.01%
193
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