HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$437K
2
+$239K
3
+$109K
4
ENB icon
Enbridge
ENB
+$101K
5
WMB icon
Williams Companies
WMB
+$97.5K

Top Sells

1
+$572K
2
+$410K
3
+$353K
4
CVS icon
CVS Health
CVS
+$284K
5
CVX icon
Chevron
CVX
+$267K

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%
176
277
$7K ﹤0.01%
115
278
$7K ﹤0.01%
400
279
$7K ﹤0.01%
175
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%
20
292
$3K ﹤0.01%
73
293
$3K ﹤0.01%
189
294
$3K ﹤0.01%
57
295
$3K ﹤0.01%
111
296
$3K ﹤0.01%
30
297
$2K ﹤0.01%
135
298
$2K ﹤0.01%
44
299
$2K ﹤0.01%
25
-1,000
300
$2K ﹤0.01%
35
10 11
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