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
276
$21K 0.01%
+495
277
$21K 0.01%
800
278
$21K 0.01%
880
279
$20K 0.01%
200
280
$19K 0.01%
80
281
$19K 0.01%
+280
282
$18K 0.01%
+575
283
$18K 0.01%
300
284
$18K 0.01%
+355
285
$18K 0.01%
162
286
$18K 0.01%
600
287
$17K 0.01%
184
288
$17K 0.01%
500
289
$17K 0.01%
130
290
$17K 0.01%
420
291
$16K 0.01%
+283
292
$16K 0.01%
175
293
$16K 0.01%
174
294
$16K 0.01%
360
295
$16K 0.01%
704
296
$16K 0.01%
300
297
$14K 0.01%
240
298
$14K 0.01%
504
299
$14K 0.01%
167
300
$14K 0.01%
300
10 11
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