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
$377M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$483K
3
+$430K
4
AMZN icon
Amazon
AMZN
+$150K
5
INTC icon
Intel
INTC
+$141K

Top Sells

1
+$583K
2
+$319K
3
+$260K
4
WBS icon
Webster Financial
WBS
+$148K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$113K

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
301
$7K ﹤0.01%
+55
302
$7K ﹤0.01%
50
303
$7K ﹤0.01%
25
304
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500
305
$7K ﹤0.01%
202
306
$7K ﹤0.01%
+100
307
$6K ﹤0.01%
133
308
$6K ﹤0.01%
+40
309
$5K ﹤0.01%
598
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$5K ﹤0.01%
240
311
$5K ﹤0.01%
111
312
$5K ﹤0.01%
370
313
$5K ﹤0.01%
30
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+10
315
$5K ﹤0.01%
+100
316
$4K ﹤0.01%
+70
317
$4K ﹤0.01%
60
318
$4K ﹤0.01%
65
+50
319
$4K ﹤0.01%
225
320
$4K ﹤0.01%
456
-320
321
$4K ﹤0.01%
175
322
$3K ﹤0.01%
+100
323
$3K ﹤0.01%
+200
324
$3K ﹤0.01%
50
325
$3K ﹤0.01%
85
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