HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$479K
3
+$431K
4
AMZN icon
Amazon
AMZN
+$147K
5
INTC icon
Intel
INTC
+$138K

Top Sells

1
+$582K
2
+$289K
3
+$250K
4
WBS icon
Webster Financial
WBS
+$127K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$105K

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
276
$12K ﹤0.01%
130
+30
277
$12K ﹤0.01%
175
278
$12K ﹤0.01%
53
279
$11K ﹤0.01%
110
280
$11K ﹤0.01%
1,124
281
$11K ﹤0.01%
117
-1
282
$11K ﹤0.01%
+100
283
$10K ﹤0.01%
58
284
$10K ﹤0.01%
254
285
$10K ﹤0.01%
300
-100
286
$10K ﹤0.01%
195
287
$10K ﹤0.01%
644
288
$9K ﹤0.01%
+100
289
$9K ﹤0.01%
170
290
$9K ﹤0.01%
200
291
$9K ﹤0.01%
5,000
292
$9K ﹤0.01%
106
+1
293
$9K ﹤0.01%
133
294
$9K ﹤0.01%
250
295
$8K ﹤0.01%
35
296
$8K ﹤0.01%
73
297
$8K ﹤0.01%
300
298
$8K ﹤0.01%
+40
299
$8K ﹤0.01%
+40
300
$8K ﹤0.01%
+150
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