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
51
$2.02M 0.67%
12,165
52
$2.02M 0.67%
26,000
53
$1.99M 0.66%
75,357
+21
54
$1.93M 0.64%
45,591
+697
55
$1.93M 0.64%
42,875
+248
56
$1.9M 0.63%
36,928
-38
57
$1.85M 0.62%
17,844
-91
58
$1.83M 0.61%
35,000
59
$1.82M 0.61%
7,395
60
$1.8M 0.6%
62,058
+10,063
61
$1.75M 0.58%
16,211
-670
62
$1.7M 0.57%
10,020
63
$1.69M 0.57%
95,500
-100
64
$1.67M 0.56%
21,234
65
$1.67M 0.56%
20,000
66
$1.65M 0.55%
14,900
67
$1.55M 0.52%
17,948
-13
68
$1.45M 0.49%
20,000
69
$1.44M 0.48%
7,444
+156
70
$1.41M 0.47%
26,040
+1,260
71
$1.41M 0.47%
10,661
+1
72
$1.41M 0.47%
13,920
+70
73
$1.4M 0.47%
35,918
+246
74
$1.31M 0.44%
13,988
+11
75
$1.28M 0.43%
50,720
-5,448
1 2
3
4 5