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
251
$19.2K ﹤0.01%
420
252
$18.7K ﹤0.01%
207
253
$18.4K ﹤0.01%
+1,087
254
$17.1K ﹤0.01%
502
255
$17K ﹤0.01%
450
256
$16.5K ﹤0.01%
1,000
257
$16.2K ﹤0.01%
100
258
$15.2K ﹤0.01%
370
259
$15.2K ﹤0.01%
94
260
$15.1K ﹤0.01%
1,124
261
$15K ﹤0.01%
325
262
$14.7K ﹤0.01%
58
263
$14.4K ﹤0.01%
255
264
$14K ﹤0.01%
173
265
$13.3K ﹤0.01%
300
266
$13.2K ﹤0.01%
1,175
267
$12.9K ﹤0.01%
200
+17
268
$12.7K ﹤0.01%
100
269
$12.6K ﹤0.01%
105
270
$12.5K ﹤0.01%
110
271
$12.4K ﹤0.01%
117
272
$12.3K ﹤0.01%
119
273
$12.2K ﹤0.01%
55
274
$11.5K ﹤0.01%
80
275
$11K ﹤0.01%
273
+3
9 10
11
12 13