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
126
$406K 0.11%
1,685
+44
127
$401K 0.11%
13,099
-19,036
128
$378K 0.1%
9,146
-317
129
$360K 0.1%
6,660
130
$344K 0.09%
1,000
131
$343K 0.09%
2,425
-45
132
$338K 0.09%
12,110
133
$299K 0.08%
4,844
+524
134
$297K 0.08%
3,000
135
$291K 0.08%
3,500
136
$291K 0.08%
9,645
-138
137
$289K 0.08%
38,848
138
$289K 0.08%
35,035
139
$276K 0.07%
3,228
-200
140
$266K 0.07%
5,549
141
$253K 0.07%
1,664
+2
142
$252K 0.07%
4,000
143
$241K 0.06%
1,662
144
$235K 0.06%
4,000
145
$200K 0.05%
1,840
146
$185K 0.05%
3,442
147
$179K 0.05%
28,946
148
$174K 0.05%
1,188
149
$173K 0.05%
1,854
150
$165K 0.04%
1,081
+1
4 5
6
7 8