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
151
$156K 0.04%
2,584
+1,584
152
$153K 0.04%
1,230
+13
153
$146K 0.04%
2,500
154
$140K 0.04%
4,532
+688
155
$138K 0.04%
10,665
+914
156
$136K 0.04%
8,300
157
$132K 0.04%
1,940
-400
158
$131K 0.03%
3,755
159
$130K 0.03%
2,653
160
$126K 0.03%
642
+1
161
$119K 0.03%
+6,348
162
$118K 0.03%
2,230
163
$116K 0.03%
718
164
$112K 0.03%
2,500
+200
165
$111K 0.03%
1,940
166
$109K 0.03%
960
167
$102K 0.03%
283
168
$102K 0.03%
435
169
$99K 0.03%
4,802
-181
170
$98K 0.03%
262
171
$97K 0.03%
+3,000
172
$97K 0.03%
4,225
173
$95K 0.03%
1,652
174
$95K 0.03%
+412
175
$95K 0.03%
1,800
5 6
7
8 9