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
151
$112K 0.06%
2,949
+300
152
$107K 0.05%
1,900
153
$106K 0.05%
2,077
154
$104K 0.05%
60
155
$102K 0.05%
1,600
156
$100K 0.05%
670
157
$96K 0.05%
1,283
158
$95K 0.05%
1,134
159
$86K 0.04%
+500
160
$86K 0.04%
1,610
+894
161
$84K 0.04%
6,000
162
$81K 0.04%
2,445
163
$77K 0.04%
150
164
$77K 0.04%
1,940
165
$74K 0.04%
350
166
$74K 0.04%
780
167
$72K 0.04%
4,200
168
$70K 0.03%
670
169
$69K 0.03%
1,750
170
$68K 0.03%
3,600
171
$64K 0.03%
4,510
+10
172
$63K 0.03%
1,000
173
$62K 0.03%
610
174
$61K 0.03%
585
+85
175
$57K 0.03%
5,400
5 6
7
8 9