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
$377M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$483K
3
+$430K
4
AMZN icon
Amazon
AMZN
+$150K
5
INTC icon
Intel
INTC
+$141K

Top Sells

1
+$583K
2
+$319K
3
+$260K
4
WBS icon
Webster Financial
WBS
+$148K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$113K

Sector Composition

1 Industrials 16.19%
2 Technology 13.67%
3 Healthcare 10.12%
4 Consumer Staples 9.89%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
533
227
$30K 0.01%
200
228
$29K 0.01%
640
229
$28K 0.01%
115
230
$28K 0.01%
1,200
231
$27K 0.01%
400
232
$26K 0.01%
80
233
$26K 0.01%
445
234
$26K 0.01%
200
235
$25K 0.01%
75
236
$24K 0.01%
612
+100
237
$24K 0.01%
525
+1
238
$23K 0.01%
744
239
$23K 0.01%
732
240
$23K 0.01%
1,755
241
$22K 0.01%
+40
242
$21K 0.01%
450
243
$20K 0.01%
+135
244
$20K 0.01%
184
245
$20K 0.01%
99
246
$20K 0.01%
336
247
$20K 0.01%
+60
248
$20K 0.01%
1,192
249
$20K 0.01%
601
250
$20K 0.01%
+450
8 9
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