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
126
$220K 0.11%
1,637
+8
127
$215K 0.11%
4,087
128
$214K 0.11%
4,000
129
$205K 0.1%
2,490
-500
130
$191K 0.09%
1,225
+15
131
$186K 0.09%
1,430
132
$177K 0.09%
6,900
-500
133
$176K 0.09%
3,755
134
$175K 0.09%
2,602
-1,430
135
$161K 0.08%
3,000
136
$158K 0.08%
2,951
+1
137
$157K 0.08%
2,803
138
$155K 0.08%
1,921
139
$150K 0.07%
1,840
140
$149K 0.07%
2,115
-634
141
$147K 0.07%
2,000
142
$137K 0.07%
2,476
143
$133K 0.07%
1,587
-70
144
$131K 0.06%
516
145
$128K 0.06%
2,500
146
$125K 0.06%
1,680
147
$124K 0.06%
690
148
$120K 0.06%
1,616
149
$116K 0.06%
1,600
150
$115K 0.06%
6,010
4 5
6
7 8