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
276
$7K ﹤0.01%
+200
277
$7K ﹤0.01%
176
278
$7K ﹤0.01%
115
279
$7K ﹤0.01%
400
280
$6K ﹤0.01%
100
281
$6K ﹤0.01%
+167
282
$6K ﹤0.01%
476
283
$5K ﹤0.01%
111
284
$5K ﹤0.01%
3,000
285
$5K ﹤0.01%
175
286
$5K ﹤0.01%
1,600
287
$4K ﹤0.01%
145
288
$4K ﹤0.01%
335
289
$4K ﹤0.01%
733
290
$4K ﹤0.01%
226
291
$3K ﹤0.01%
57
292
$3K ﹤0.01%
111
293
$3K ﹤0.01%
30
294
$3K ﹤0.01%
20
295
$3K ﹤0.01%
73
296
$3K ﹤0.01%
189
297
$2K ﹤0.01%
42
298
$2K ﹤0.01%
50
299
$2K ﹤0.01%
70
300
$2K ﹤0.01%
135
10 11
12
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