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
$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 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 3.85%
294,753
+22,695
2
$12.2M 3.23%
54,750
+541
3
$11.2M 2.96%
146,226
-453
4
$9.3M 2.47%
70,124
-2,401
5
$8.97M 2.38%
296,688
-1,869
6
$8.29M 2.2%
45,744
-427
7
$7.97M 2.11%
62,704
-482
8
$7.86M 2.08%
67,038
+4,121
9
$6.44M 1.71%
178,763
+763
10
$6.35M 1.68%
29,866
-90
11
$6.27M 1.66%
37,339
+227
12
$6.14M 1.63%
40,000
13
$6.05M 1.6%
22,780
-75
14
$5.97M 1.58%
54,512
-254
15
$5.92M 1.57%
15,724
-21
16
$5.63M 1.49%
112,893
+8,628
17
$5.62M 1.49%
112,727
+2,834
18
$5.44M 1.44%
356,667
+8,296
19
$5.14M 1.36%
32,644
+93
20
$4.9M 1.3%
33,058
+21
21
$4.67M 1.24%
25,634
-216
22
$4.57M 1.21%
32,844
+110
23
$4.49M 1.19%
22,040
24
$4.34M 1.15%
12,273
-319
25
$4.3M 1.14%
36,465
1
2 3 4 5