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
$204M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$245K
3
+$111K
4
ENB icon
Enbridge
ENB
+$103K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$102K

Top Sells

1
+$586K
2
+$512K
3
+$368K
4
CVS icon
CVS Health
CVS
+$284K
5
CVX icon
Chevron
CVX
+$282K

Sector Composition

1 Healthcare 10.91%
2 Industrials 10.68%
3 Technology 10.28%
4 Financials 9.97%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.16%
66,778
+2,204
27
$2.26M 1.11%
27,060
-1,484
28
$2.24M 1.1%
97,542
-22,246
29
$2.23M 1.09%
7,550
+1
30
$2.2M 1.08%
39,179
+19
31
$2.18M 1.07%
50,890
-847
32
$2.02M 0.99%
12,833
+19
33
$1.89M 0.93%
15,753
+300
34
$1.88M 0.92%
64,127
-2,178
35
$1.85M 0.91%
47,415
+2,630
36
$1.83M 0.9%
13,632
+91
37
$1.79M 0.88%
55,989
+5
38
$1.75M 0.86%
20,510
+50
39
$1.75M 0.86%
41,300
+16
40
$1.73M 0.85%
22,190
-66
41
$1.67M 0.82%
15,975
42
$1.67M 0.82%
36,530
+167
43
$1.64M 0.81%
38,164
-4,650
44
$1.61M 0.79%
17,000
45
$1.56M 0.77%
15,452
+410
46
$1.53M 0.75%
15,108
47
$1.49M 0.73%
29,106
-500
48
$1.49M 0.73%
7,314
+547
49
$1.49M 0.73%
27,669
+471
50
$1.49M 0.73%
103,900
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2
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