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
$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 11.16%
4 Consumer Staples 10.2%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.71M 2.91%
283,421
+5,386
2
$8.61M 2.87%
76,968
+676
3
$8.46M 2.82%
328,155
-522
4
$7.59M 2.53%
53,867
-70
5
$7.05M 2.35%
52,639
+287
6
$6.36M 2.12%
77,634
-6
7
$6.23M 2.08%
44,598
-161
8
$5.7M 1.9%
168,843
+739
9
$5.58M 1.86%
66,395
+75
10
$5.58M 1.86%
31,948
-37
11
$5.36M 1.79%
111,951
-274
12
$5.27M 1.76%
296,859
+29,226
13
$5.24M 1.75%
25,213
-255
14
$5.22M 1.74%
19,757
-183
15
$4.76M 1.59%
34,176
-56
16
$4.64M 1.55%
40,000
17
$4.5M 1.5%
36,171
+163
18
$4.46M 1.49%
35,215
-244
19
$4.3M 1.44%
32,793
-172
20
$4.28M 1.43%
37,065
-46
21
$4.08M 1.36%
30,613
-45
22
$3.81M 1.27%
76,500
23
$3.44M 1.15%
25,230
-22
24
$3.44M 1.15%
44,837
-796
25
$3.33M 1.11%
22,090
1
2 3 4 5