HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.26M
3
+$3.23M
4
JPM icon
JPMorgan Chase
JPM
+$2.54M
5
DD icon
DuPont de Nemours
DD
+$2.53M

Top Sells

1
+$258K
2
+$209K
3
+$152K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$147K
5
LPT
Liberty Property Trust
LPT
+$131K

Sector Composition

1 Industrials 16.67%
2 Healthcare 11.3%
3 Technology 10.64%
4 Consumer Staples 9.62%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.02%
+300
227
$48K 0.02%
+2,670
228
$47K 0.02%
1,055
+8
229
$47K 0.02%
1,350
230
$46K 0.02%
5,400
231
$46K 0.02%
+175
232
$46K 0.02%
585
233
$43K 0.02%
+820
234
$43K 0.02%
+520
235
$42K 0.02%
1,189
236
$42K 0.02%
+1,168
237
$41K 0.01%
520
238
$41K 0.01%
503
239
$41K 0.01%
700
240
– –
0
241
$40K 0.01%
774
242
$40K 0.01%
280
243
$39K 0.01%
300
244
$38K 0.01%
760
245
$37K 0.01%
+1,496
246
$37K 0.01%
500
247
$37K 0.01%
500
248
$35K 0.01%
3,129
249
$34K 0.01%
+2,500
250
$33K 0.01%
115
8 9
10
11 12