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
$405M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.2M
3
+$1.18M
4
KLAC icon
KLA
KLAC
+$892K
5
TSM icon
TSMC
TSM
+$868K

Top Sells

1
+$2.06M
2
+$1.43M
3
+$1.22M
4
WRK
WestRock Company
WRK
+$994K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$987K

Sector Composition

1 Industrials 16.6%
2 Technology 15.64%
3 Healthcare 9.95%
4 Consumer Staples 9.48%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.1K 0.01%
361
227
$40.3K 0.01%
232
228
$40.2K 0.01%
672
229
$39.2K 0.01%
799
230
$39.2K 0.01%
398
231
$39.1K 0.01%
400
232
$38.9K 0.01%
3,100
+1,377
233
$36.5K 0.01%
627
-154
234
$34.7K 0.01%
323
235
$34.1K 0.01%
789
236
$34K 0.01%
200
237
$33.2K 0.01%
721
238
$32.6K 0.01%
10,000
239
$31.6K 0.01%
540
240
$30K 0.01%
75
241
$29.5K 0.01%
700
242
$27.1K 0.01%
400
243
$27K 0.01%
334
244
$26K 0.01%
744
245
$25.6K 0.01%
8,415
246
$24.2K 0.01%
43
247
$22.7K 0.01%
244
+2
248
$21.8K 0.01%
400
249
$20K 0.01%
496
-700
250
$19.2K ﹤0.01%
1,250
8 9
10
11 12