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
351
$2K ﹤0.01%
14
352
$2K ﹤0.01%
51
353
$1K ﹤0.01%
1
354
$1K ﹤0.01%
45
355
$1K ﹤0.01%
+26
356
$1K ﹤0.01%
40
357
$1K ﹤0.01%
10
-490
358
$1K ﹤0.01%
40
359
$1K ﹤0.01%
20
360
$1K ﹤0.01%
70
361
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0
362
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363
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364
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-12,000
374
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375
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-6,500
12 13 14
15
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