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
176
$56K 0.03%
+1,100
177
$56K 0.03%
150
178
$55K 0.03%
263
+5
179
$54K 0.03%
5,326
180
$52K 0.03%
1,400
181
$47K 0.02%
6,600
+1,000
182
$43K 0.02%
675
183
$42K 0.02%
774
184
$41K 0.02%
503
185
$38K 0.02%
3,120
+8
186
$37K 0.02%
520
187
$36K 0.02%
115
188
$35K 0.02%
500
189
$35K 0.02%
550
190
$35K 0.02%
1,427
191
$34K 0.02%
500
192
$33K 0.02%
760
193
$33K 0.02%
700
194
$32K 0.02%
500
195
$31K 0.02%
205
196
$31K 0.02%
300
197
$31K 0.02%
170
198
$30K 0.01%
836
+76
199
$30K 0.01%
820
200
$29K 0.01%
280
6 7
8
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