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

Top Buys

1
+$1.12M
2
+$479K
3
+$431K
4
AMZN icon
Amazon
AMZN
+$147K
5
INTC icon
Intel
INTC
+$138K

Top Sells

1
+$582K
2
+$289K
3
+$250K
4
WBS icon
Webster Financial
WBS
+$127K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$105K

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
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200
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$3K ﹤0.01%
+60
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$2K ﹤0.01%
25
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6
333
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335
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+100
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+50
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+100
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86
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+39
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28
-28
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4
348
$1K ﹤0.01%
+100
349
– –
0
350
$1K ﹤0.01%
3
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