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
76
$1.79M 0.48%
7,349
-16
77
$1.76M 0.47%
58,229
-228
78
$1.76M 0.47%
21,241
79
$1.73M 0.46%
17,324
+89
80
$1.62M 0.43%
34,823
81
$1.62M 0.43%
23,916
-376
82
$1.56M 0.41%
48,664
-1,915
83
$1.55M 0.41%
6,823
+23
84
$1.55M 0.41%
25,183
85
$1.42M 0.37%
17,600
86
$1.39M 0.37%
27,850
-821
87
$1.37M 0.36%
5,000
88
$1.34M 0.35%
18,000
89
$1.33M 0.35%
28,283
-1,356
90
$1.32M 0.35%
10,951
+242
91
$1.28M 0.34%
13,954
-28
92
$1.26M 0.33%
13,487
-7
93
$1.18M 0.31%
7,016
94
$1.18M 0.31%
14,695
+240
95
$1.13M 0.3%
4,300
96
$1.08M 0.29%
30,028
97
$1.07M 0.28%
25,919
+214
98
$1.03M 0.27%
8,053
-529
99
$1.02M 0.27%
4,753
-6
100
$1M 0.27%
49,933
-719
2 3
4
5 6