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
76
$1.28M 0.43%
44,248
77
$1.27M 0.43%
25,964
+498
78
$1.27M 0.42%
18,000
79
$1.25M 0.42%
45,464
-44,241
80
$1.23M 0.41%
33,746
+2,813
81
$1.19M 0.4%
17,900
82
$1.18M 0.4%
14,387
-100
83
$1.17M 0.39%
14,275
-1,575
84
$1.15M 0.38%
18,885
-50
85
$1.15M 0.38%
22,987
-436
86
$1.13M 0.38%
5,000
87
$1.12M 0.37%
39,892
-739
88
$1.1M 0.37%
+22,283
89
$1.08M 0.36%
3,670
+2,000
90
$1.06M 0.35%
20,142
+509
91
$1.05M 0.35%
31,693
92
$1.05M 0.35%
6,666
-395
93
$1.05M 0.35%
6,100
94
$1.04M 0.35%
21,903
-79
95
$1.01M 0.34%
10,640
-200
96
$994K 0.33%
20,000
97
$960K 0.32%
5,600
+2,000
98
$918K 0.31%
3,761
-41
99
$908K 0.3%
37,285
-211
100
$880K 0.29%
4,300
2 3
4
5 6