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
151
$211K 0.07%
1,662
152
$209K 0.07%
6,665
+15
153
– –
0
154
$204K 0.07%
4,275
-150
155
$204K 0.07%
1,840
156
$203K 0.07%
5,546
-2,640
157
$203K 0.07%
14,307
+4
158
$201K 0.07%
3,755
159
$199K 0.07%
48,360
160
$198K 0.07%
3,000
161
$197K 0.07%
1,320
-28
162
$190K 0.06%
2,055
-235
163
$167K 0.06%
5,799
-92
164
$162K 0.05%
2,938
165
$155K 0.05%
1,761
166
$154K 0.05%
1,465
-13
167
$152K 0.05%
2,460
168
$148K 0.05%
2,653
169
$147K 0.05%
2,500
170
$130K 0.04%
1,600
171
$125K 0.04%
1,050
172
$125K 0.04%
350
173
$124K 0.04%
815
174
$123K 0.04%
4,263
-37
175
$114K 0.04%
1,212
5 6
7
8 9