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
251
$11K 0.01%
600
252
$11K 0.01%
185
253
$11K 0.01%
504
+280
254
$11K 0.01%
70
255
$11K 0.01%
100
256
$11K 0.01%
600
257
$10K ﹤0.01%
65
258
$10K ﹤0.01%
442
259
$10K ﹤0.01%
140
260
$10K ﹤0.01%
300
-1,790
261
$10K ﹤0.01%
500
262
$9K ﹤0.01%
110
263
$9K ﹤0.01%
240
264
$9K ﹤0.01%
230
265
$9K ﹤0.01%
71
266
$9K ﹤0.01%
58
267
$9K ﹤0.01%
264
+2
268
$8K ﹤0.01%
170
269
$8K ﹤0.01%
137
270
$8K ﹤0.01%
255
271
$8K ﹤0.01%
287
272
$8K ﹤0.01%
74
273
$7K ﹤0.01%
100
274
$7K ﹤0.01%
130
-25
275
$7K ﹤0.01%
175
9 10
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