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
201
$28K 0.01%
200
202
$26K 0.01%
1,099
203
$26K 0.01%
+1,275
204
$26K 0.01%
84
205
$26K 0.01%
466
206
$26K 0.01%
450
207
$25K 0.01%
880
208
$25K 0.01%
598
209
$23K 0.01%
515
+39
210
$22K 0.01%
600
211
$22K 0.01%
400
212
$21K 0.01%
7,000
213
$21K 0.01%
2,150
+1,000
214
$21K 0.01%
360
215
$20K 0.01%
300
216
$20K 0.01%
224
217
$19K 0.01%
184
218
$19K 0.01%
324
219
$19K 0.01%
200
220
$18K 0.01%
300
221
$18K 0.01%
290
222
$18K 0.01%
200
223
$18K 0.01%
80
224
$17K 0.01%
420
225
$16K 0.01%
96
7 8
9
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