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
101
$871K 0.29%
6,000
102
$789K 0.26%
19,100
103
$757K 0.25%
20,553
+228
104
$723K 0.24%
7,000
105
$697K 0.23%
12,500
106
$688K 0.23%
16,760
+2,197
107
$678K 0.23%
11,909
-118
108
$671K 0.22%
13,317
+1,220
109
$635K 0.21%
11,600
+9,000
110
$605K 0.2%
10,360
111
$601K 0.2%
2,273
-5
112
$593K 0.2%
8,399
+225
113
$576K 0.19%
19,898
+234
114
$553K 0.18%
10,005
-860
115
$550K 0.18%
10,800
116
$540K 0.18%
2,600
-6
117
$517K 0.17%
6,000
118
$507K 0.17%
5,766
-500
119
$483K 0.16%
34,323
-1,174
120
$472K 0.16%
3,827
121
$447K 0.15%
5,324
-70
122
$421K 0.14%
7,780
123
$396K 0.13%
2,739
-27
124
$384K 0.13%
+13,000
125
$346K 0.12%
1,259
-171
3 4
5
6 7