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
126
$340K 0.11%
2,550
127
$338K 0.11%
4,827
128
$320K 0.11%
6,047
-983
129
$311K 0.1%
4,344
130
$306K 0.1%
41,519
131
$297K 0.1%
12,000
132
$296K 0.1%
1,100
133
$277K 0.09%
2,447
134
$276K 0.09%
5,618
-55
135
$274K 0.09%
3,025
136
$265K 0.09%
12,100
-175
137
$263K 0.09%
4,044
-1,281
138
$258K 0.09%
1,641
139
$248K 0.08%
14,751
140
$245K 0.08%
6,660
-500
141
$242K 0.08%
9,690
-225
142
$240K 0.08%
8,300
143
$231K 0.08%
1,235
+53
144
$230K 0.08%
4,401
145
$226K 0.08%
5,523
+8
146
$226K 0.08%
7,903
147
$222K 0.07%
1,654
148
$220K 0.07%
1,920
149
$215K 0.07%
4,100
150
$213K 0.07%
1,000
4 5
6
7 8