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
51
$2.52M 0.67%
10,858
+139
52
$2.52M 0.67%
14,901
53
$2.5M 0.66%
38,568
+21
54
$2.49M 0.66%
26,000
55
$2.48M 0.66%
36,304
+32
56
$2.45M 0.65%
46,673
-650
57
$2.43M 0.64%
58,897
-89
58
$2.41M 0.64%
95,010
59
$2.4M 0.64%
20,000
60
$2.38M 0.63%
40,509
-180
61
$2.34M 0.62%
13,282
-124
62
$2.32M 0.61%
14,427
-132
63
$2.24M 0.59%
4,483
+50
64
$2.22M 0.59%
84,970
-840
65
$2.21M 0.59%
15,117
-52
66
$2.21M 0.58%
21,952
+28
67
$2.14M 0.57%
20,000
68
$2.03M 0.54%
60,625
-1,610
69
$2M 0.53%
28,174
-540
70
$1.98M 0.52%
5,641
-114
71
$1.92M 0.51%
46,904
72
$1.88M 0.5%
51,177
-2,764
73
$1.87M 0.5%
38,898
+300
74
$1.86M 0.49%
44,080
-3,509
75
$1.83M 0.48%
8,546
+472
1 2
3
4 5