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
201
$54K 0.01%
725
+80
202
$53K 0.01%
350
203
$53K 0.01%
1,801
204
$52K 0.01%
225
+100
205
$52K 0.01%
+610
206
$51K 0.01%
1,400
207
$48K 0.01%
520
208
$47K 0.01%
2,743
-372
209
$46K 0.01%
3,046
210
$45K 0.01%
704
+5
211
$45K 0.01%
740
212
$42K 0.01%
200
213
$42K 0.01%
694
214
$40K 0.01%
107
215
$39K 0.01%
278
216
$39K 0.01%
4,800
217
$39K 0.01%
300
218
$37K 0.01%
466
219
$37K 0.01%
600
220
$36K 0.01%
210
221
$35K 0.01%
700
222
$34K 0.01%
388
223
$34K 0.01%
894
-284
224
$32K 0.01%
2,075
225
$31K 0.01%
160
7 8
9
10 11