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
276
$16K 0.01%
+500
277
$16K 0.01%
143
+86
278
$15K 0.01%
9,500
279
$15K 0.01%
99
280
$15K 0.01%
244
281
$14K ﹤0.01%
68
282
$14K ﹤0.01%
200
283
$14K ﹤0.01%
562
-42
284
$14K ﹤0.01%
100
285
$14K ﹤0.01%
750
286
$13K ﹤0.01%
105
287
$13K ﹤0.01%
175
288
$12K ﹤0.01%
500
289
$12K ﹤0.01%
533
+66
290
$12K ﹤0.01%
700
291
$11K ﹤0.01%
240
292
$11K ﹤0.01%
110
293
$11K ﹤0.01%
200
294
$11K ﹤0.01%
8,000
295
$10K ﹤0.01%
255
296
$9K ﹤0.01%
607
+13
297
$9K ﹤0.01%
92
-11
298
$9K ﹤0.01%
140
299
$9K ﹤0.01%
224
300
$9K ﹤0.01%
118
10 11
12
13 14