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
$300M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$555K
3
+$497K
4
KEY icon
KeyCorp
KEY
+$494K
5
WBS icon
Webster Financial
WBS
+$432K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$534K
4
T icon
AT&T
T
+$131K
5
BAX icon
Baxter International
BAX
+$122K

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%
100
-12
302
$9K ﹤0.01%
300
303
$9K ﹤0.01%
102
-5
304
$9K ﹤0.01%
53
305
$8K ﹤0.01%
45
306
$8K ﹤0.01%
165
307
$8K ﹤0.01%
50
308
$8K ﹤0.01%
300
309
$8K ﹤0.01%
100
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58
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$7K ﹤0.01%
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$6K ﹤0.01%
+40
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+450
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$6K ﹤0.01%
201
318
$6K ﹤0.01%
131
-100
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$5K ﹤0.01%
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$5K ﹤0.01%
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321
$5K ﹤0.01%
100
322
$5K ﹤0.01%
149
323
$5K ﹤0.01%
196
324
$4K ﹤0.01%
600
325
$4K ﹤0.01%
10
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