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
51
$1.46M 0.72%
23,135
-363
52
$1.36M 0.67%
27,323
-303
53
$1.23M 0.61%
18,113
-30
54
$1.21M 0.59%
13,003
+100
55
$1.21M 0.59%
45,548
56
$1.18M 0.58%
34,239
-4,000
57
$1.18M 0.58%
14,064
+301
58
$1.06M 0.52%
16,253
-700
59
$1.03M 0.51%
19,442
-247
60
$976K 0.48%
65,720
+1,148
61
$961K 0.47%
11,592
-1,627
62
$949K 0.47%
11,000
-1,000
63
$918K 0.45%
16,725
-580
64
$915K 0.45%
14,166
-350
65
$875K 0.43%
7,677
+101
66
$855K 0.42%
10,548
-200
67
$847K 0.42%
14,500
-1,800
68
$812K 0.4%
39,382
-6,000
69
$776K 0.38%
19,383
+201
70
$766K 0.38%
5,223
71
$758K 0.37%
3,440
72
$736K 0.36%
24,163
+3,351
73
$727K 0.36%
4,225
+1
74
$720K 0.35%
7,845
+5
75
$688K 0.34%
12,535
-1,000
1 2
3
4 5