HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$7.1M 3.48%
56,971
-1,348
2
$6.7M 3.29%
218,535
+974
3
$6.02M 2.95%
182,635
-7,075
4
$5.47M 2.68%
51,125
5
$4.79M 2.35%
237,244
-513
6
$4.74M 2.33%
59,081
-257
7
$4.23M 2.08%
69,083
+21
8
$3.89M 1.91%
84,330
-90
9
$3.87M 1.9%
211,185
+18
10
$3.74M 1.83%
133,906
+456
11
$3.52M 1.73%
32,766
-3,427
12
$3.47M 1.7%
193,180
-3,490
13
$3.35M 1.64%
23,287
-52
14
$3.26M 1.6%
17,202
-470
15
$3.17M 1.56%
43,739
-3,911
16
$3.09M 1.52%
26,398
-5,000
17
$3.06M 1.5%
37,233
-30
18
$2.98M 1.46%
20,289
19
$2.91M 1.43%
15,647
-999
20
$2.79M 1.37%
23,157
+6
21
$2.78M 1.37%
22,227
-2,250
22
$2.74M 1.34%
47,953
-845
23
$2.68M 1.31%
44,147
-925
24
$2.67M 1.31%
19,082
-45
25
$2.57M 1.26%
38,927
+1
1
2 3 4 5