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
326
$4K ﹤0.01%
111
327
$4K ﹤0.01%
50
328
$4K ﹤0.01%
+65
329
$4K ﹤0.01%
28
330
$4K ﹤0.01%
175
331
$3K ﹤0.01%
70
332
$3K ﹤0.01%
127
-75
333
$3K ﹤0.01%
30
334
$3K ﹤0.01%
25
335
$3K ﹤0.01%
104
-623
336
$3K ﹤0.01%
+40
337
$3K ﹤0.01%
+3
338
$3K ﹤0.01%
+100
339
$3K ﹤0.01%
+2,000
340
$3K ﹤0.01%
189
341
$3K ﹤0.01%
225
342
$2K ﹤0.01%
2,000
343
$2K ﹤0.01%
20
344
$2K ﹤0.01%
25
345
$2K ﹤0.01%
69
346
$2K ﹤0.01%
30
347
$2K ﹤0.01%
+50
348
$2K ﹤0.01%
42
349
$2K ﹤0.01%
50
350
$2K ﹤0.01%
+80
12 13
14
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