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
176
$111K 0.04%
3,882
177
$111K 0.04%
1,833
178
$109K 0.04%
1,582
+4
179
$106K 0.04%
2,230
180
$106K 0.04%
2,660
+5
181
$102K 0.03%
3,475
+250
182
$99K 0.03%
635
+2
183
$90K 0.03%
1,940
184
$87K 0.03%
898
185
$87K 0.03%
2,314
186
$85K 0.03%
718
187
$85K 0.03%
5,700
188
$81K 0.03%
20,300
+8,000
189
$79K 0.03%
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190
$79K 0.03%
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191
$78K 0.03%
6,800
192
$76K 0.03%
1,000
193
$75K 0.03%
3,802
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194
$72K 0.02%
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195
$72K 0.02%
1,800
196
$70K 0.02%
150
197
$70K 0.02%
6,600
198
$68K 0.02%
670
199
$68K 0.02%
1,000
200
$65K 0.02%
1,971
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8
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