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
251
$24K 0.01%
400
252
$23K 0.01%
300
253
$23K 0.01%
2,200
254
$23K 0.01%
455
255
– –
0
256
$21K 0.01%
732
257
$21K 0.01%
642
258
$21K 0.01%
75
259
$21K 0.01%
435
260
$21K 0.01%
600
261
$21K 0.01%
400
262
$20K 0.01%
880
263
$20K 0.01%
600
264
$19K 0.01%
470
265
$19K 0.01%
420
266
$19K 0.01%
184
267
$18K 0.01%
268
268
$18K 0.01%
175
269
$18K 0.01%
174
270
$18K 0.01%
1,524
271
$18K 0.01%
280
272
$18K 0.01%
2,154
-2
273
$17K 0.01%
420
+8
274
$16K 0.01%
2,500
275
$16K 0.01%
+300
9 10
11
12 13