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
$281M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.42M
3
+$3.05M
4
ACN icon
Accenture
ACN
+$2.64M
5
DD icon
DuPont de Nemours
DD
+$2.52M

Top Sells

1
+$231K
2
+$211K
3
+$149K
4
BA icon
Boeing
BA
+$148K
5
LPT
Liberty Property Trust
LPT
+$137K

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%
880
277
$21K 0.01%
+495
278
$21K 0.01%
400
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
12
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