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
26
$3.31M 1.1%
16,600
27
$3.31M 1.1%
42,785
+195
28
$3.27M 1.09%
29,850
+60
29
$3.03M 1.01%
61,216
+680
30
$2.97M 0.99%
16,082
31
$2.95M 0.98%
64,970
-1,139
32
$2.84M 0.95%
17,168
-314
33
$2.78M 0.93%
58,102
+8,680
34
$2.74M 0.91%
12,997
-109
35
$2.71M 0.91%
50,360
+396
36
$2.53M 0.85%
53,558
+587
37
$2.47M 0.82%
121,920
-500
38
$2.46M 0.82%
48,000
39
$2.41M 0.8%
42,119
-1,841
40
$2.3M 0.77%
28,732
+137
41
$2.28M 0.76%
15,701
42
$2.26M 0.75%
6,197
+4
43
$2.25M 0.75%
54,678
44
$2.19M 0.73%
12,936
-136
45
$2.16M 0.72%
28,765
-13,328
46
$2.15M 0.72%
39,494
-541
47
$2.12M 0.71%
18,509
-15
48
$2.09M 0.7%
12,050
+423
49
$2.07M 0.69%
57,315
-892
50
$2.05M 0.68%
36,660
-736
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2
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