HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
301
$9K ﹤0.01%
224
302
$9K ﹤0.01%
140
303
$9K ﹤0.01%
92
-11
304
$9K ﹤0.01%
607
+13
305
$8K ﹤0.01%
58
306
$8K ﹤0.01%
175
307
$8K ﹤0.01%
100
308
$8K ﹤0.01%
300
309
$8K ﹤0.01%
50
310
$8K ﹤0.01%
165
311
$8K ﹤0.01%
45
312
$7K ﹤0.01%
80
313
$7K ﹤0.01%
100
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$6K ﹤0.01%
131
-100
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$6K ﹤0.01%
201
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$6K ﹤0.01%
+450
317
$6K ﹤0.01%
400
318
$6K ﹤0.01%
+40
319
$5K ﹤0.01%
196
320
$5K ﹤0.01%
149
321
$5K ﹤0.01%
100
322
$5K ﹤0.01%
145
323
$5K ﹤0.01%
120
324
$4K ﹤0.01%
175
325
$4K ﹤0.01%
28
11 12
13
14 15