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
26
$4.26M 1.13%
49,390
-198
27
$4.19M 1.11%
16,050
-20
28
$4.1M 1.09%
20,800
-309
29
$4.09M 1.08%
80,514
+1,510
30
$4.06M 1.07%
18,543
+4
31
$3.94M 1.05%
16,600
32
$3.7M 0.98%
48,000
33
$3.69M 0.98%
225,098
-5,965
34
$3.68M 0.97%
27,283
-112
35
$3.43M 0.91%
43,893
+171
36
$3.28M 0.87%
12,190
37
$3.24M 0.86%
15,581
-178
38
$3.22M 0.85%
42,786
+81
39
$3.19M 0.84%
19,560
+920
40
$3.17M 0.84%
17,987
-230
41
$3.15M 0.83%
44,020
+248
42
$3.13M 0.83%
35,680
-400
43
$3.07M 0.81%
49,456
+581
44
$3M 0.79%
51,313
-371
45
$2.97M 0.79%
18,096
+1
46
$2.73M 0.72%
10,020
47
$2.72M 0.72%
76,500
48
$2.71M 0.72%
32,051
-38
49
$2.66M 0.71%
9,751
-89
50
$2.52M 0.67%
57,915
-1,959
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