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
176
$93K 0.02%
2,078
177
$83K 0.02%
1,971
178
$82K 0.02%
1,000
179
$81K 0.02%
5,000
180
$80K 0.02%
1,500
181
$79K 0.02%
1,581
+1,085
182
$78K 0.02%
236
+30
183
$77K 0.02%
2,600
184
$73K 0.02%
963
185
$67K 0.02%
1,465
186
$67K 0.02%
300
187
$67K 0.02%
1,168
188
$64K 0.02%
48,010
189
$63K 0.02%
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190
$63K 0.02%
177
191
$63K 0.02%
2,866
-31
192
$61K 0.02%
1,377
193
$61K 0.02%
160
194
$59K 0.02%
2,107
-173
195
$58K 0.02%
500
196
$58K 0.02%
247
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197
$57K 0.02%
4,007
-387
198
$57K 0.02%
255
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199
$55K 0.01%
2,520
-67
200
$55K 0.01%
2,135
6 7
8
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