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
$300M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$589K
3
+$519K
4
CSCO icon
Cisco
CSCO
+$493K
5
WBS icon
Webster Financial
WBS
+$415K

Top Sells

1
+$1.22M
2
+$1M
3
+$534K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$187K
5
T icon
AT&T
T
+$138K

Sector Composition

1 Industrials 17.4%
2 Technology 11.4%
3 Healthcare 11.12%
4 Consumer Staples 10.2%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.01%
700
227
$38K 0.01%
1,106
228
$38K 0.01%
760
229
$37K 0.01%
900
+500
230
$37K 0.01%
1,400
231
$37K 0.01%
130
+50
232
$35K 0.01%
500
233
$32K 0.01%
107
234
$31K 0.01%
450
235
$31K 0.01%
771
236
$31K 0.01%
500
237
$30K 0.01%
569
238
$30K 0.01%
466
239
$30K 0.01%
+884
240
– –
0
241
$28K 0.01%
1,427
242
$28K 0.01%
300
243
$27K 0.01%
115
244
$27K 0.01%
200
245
$27K 0.01%
1,283
+2
246
$27K 0.01%
200
247
$26K 0.01%
1,200
+400
248
$26K 0.01%
620
249
$26K 0.01%
8,300
250
$24K 0.01%
162
8 9
10
11 12