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
201
$64K 0.02%
177
-42
202
$62K 0.02%
3,904
-200
203
$62K 0.02%
3,798
-1,613
204
$61K 0.02%
2,560
205
$60K 0.02%
1,377
206
$59K 0.02%
280
207
$57K 0.02%
1,178
208
$57K 0.02%
2,510
209
$54K 0.02%
600
-500
210
$53K 0.02%
673
211
$53K 0.02%
675
212
$52K 0.02%
5,326
213
$52K 0.02%
774
214
$52K 0.02%
300
215
$49K 0.02%
600
216
$48K 0.02%
2,200
217
$46K 0.02%
2,618
+127
218
$46K 0.02%
500
219
$45K 0.02%
520
220
$45K 0.02%
1,168
221
$43K 0.01%
500
222
$42K 0.01%
520
223
$42K 0.01%
3,600
224
– –
0
225
$41K 0.01%
48,010
7 8
9
10 11