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
101
$315K 0.15%
2,550
102
$310K 0.15%
1,770
103
$302K 0.15%
7,920
+100
104
$293K 0.14%
1,100
105
$291K 0.14%
6,150
+375
106
$288K 0.14%
1,633
+145
107
$288K 0.14%
8,393
+211
108
$285K 0.14%
12,675
109
$283K 0.14%
7,750
+160
110
$282K 0.14%
5,673
111
$280K 0.14%
8,300
112
$277K 0.14%
10,815
+18
113
$275K 0.14%
14,751
114
$272K 0.13%
2,457
-227
115
$269K 0.13%
1,100
+1,000
116
$265K 0.13%
1,349
117
$263K 0.13%
2,324
118
$262K 0.13%
7,876
-300
119
$258K 0.13%
3,622
120
$253K 0.12%
2,183
+882
121
$251K 0.12%
8,355
122
$243K 0.12%
1,682
123
$227K 0.11%
5,902
-86
124
$227K 0.11%
3,585
125
$226K 0.11%
1,673
+100
3 4
5
6 7