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
251
$19K 0.01%
642
252
$19K 0.01%
400
253
$19K 0.01%
5,000
254
$18K ﹤0.01%
+800
255
$18K ﹤0.01%
420
256
$17K ﹤0.01%
475
257
$16K ﹤0.01%
650
258
$15K ﹤0.01%
+207
259
$15K ﹤0.01%
325
260
$14K ﹤0.01%
220
+40
261
$14K ﹤0.01%
220
+2
262
$14K ﹤0.01%
880
263
$14K ﹤0.01%
+70
264
$14K ﹤0.01%
+270
265
$14K ﹤0.01%
+80
266
$14K ﹤0.01%
100
+20
267
$14K ﹤0.01%
+40
268
$13K ﹤0.01%
35
269
$13K ﹤0.01%
255
270
$13K ﹤0.01%
86
271
$13K ﹤0.01%
+350
272
$13K ﹤0.01%
122
+80
273
$12K ﹤0.01%
100
274
$12K ﹤0.01%
124
275
$12K ﹤0.01%
240
+140
9 10
11
12 13