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
326
$3K ﹤0.01%
14
327
$3K ﹤0.01%
+10
328
$3K ﹤0.01%
420
+2
329
$3K ﹤0.01%
200
330
$3K ﹤0.01%
+60
331
$2K ﹤0.01%
+58
332
$2K ﹤0.01%
55
333
$2K ﹤0.01%
44
334
$2K ﹤0.01%
+100
335
$2K ﹤0.01%
+50
336
$2K ﹤0.01%
+100
337
$2K ﹤0.01%
+100
338
$2K ﹤0.01%
25
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+50
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$2K ﹤0.01%
+100
342
$2K ﹤0.01%
75
343
$2K ﹤0.01%
86
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344
$1K ﹤0.01%
+39
345
$1K ﹤0.01%
127
346
$1K ﹤0.01%
28
-28
347
$1K ﹤0.01%
4
348
$1K ﹤0.01%
+100
349
– –
0
350
$1K ﹤0.01%
3
11 12 13
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