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
76
$685K 0.34%
14,098
-362
77
$682K 0.33%
6,877
+100
78
$667K 0.33%
3,931
79
$649K 0.32%
11,835
-52
80
$648K 0.32%
36,167
-1,992
81
$638K 0.31%
13,512
+200
82
$633K 0.31%
21,472
+217
83
$536K 0.26%
11,700
84
$498K 0.24%
10,358
+16
85
$465K 0.23%
14,133
-5,700
86
$462K 0.23%
+6,935
87
$459K 0.23%
14,837
88
$434K 0.21%
2,870
89
$430K 0.21%
10,189
+1,100
90
$413K 0.2%
7,860
91
$410K 0.2%
12,884
-571
92
$387K 0.19%
6,195
-193
93
$362K 0.18%
4,800
94
$357K 0.18%
4,860
-500
95
$357K 0.18%
21,092
-2,089
96
$348K 0.17%
2,116
+9
97
$341K 0.17%
3,234
98
$337K 0.17%
11,901
99
$322K 0.16%
6,160
100
$318K 0.16%
804
+40
2 3
4
5 6