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
101
$999K 0.26%
18,715
-4,867
102
$993K 0.26%
26,328
-995
103
$984K 0.26%
17,734
+43
104
$961K 0.25%
4,618
-403
105
$953K 0.25%
6,000
106
$917K 0.24%
19,684
+584
107
$829K 0.22%
11,858
-74
108
$767K 0.2%
39,158
+5
109
$741K 0.2%
14,510
+1,735
110
$652K 0.17%
49,960
+1,600
111
$599K 0.16%
10,920
112
$591K 0.16%
5,041
113
$575K 0.15%
10,198
114
$568K 0.15%
6,480
115
$565K 0.15%
14,119
-269
116
$550K 0.15%
6,000
117
$524K 0.14%
12,500
118
$519K 0.14%
2,000
119
$509K 0.13%
23,423
-1,793
120
$502K 0.13%
12,969
121
$463K 0.12%
2,597
+47
122
$426K 0.11%
2,383
123
$417K 0.11%
3,446
-100
124
$414K 0.11%
1,161
-2
125
$409K 0.11%
1,305
+18
3 4
5
6 7