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
$250M
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.63M
3
+$3.87M
4
PLD icon
Prologis
PLD
+$1.22M
5
SO icon
Southern Company
SO
+$1.11M

Top Sells

1
+$2.11M
2
+$1.3M
3
+$1.15M
4
MGA icon
Magna International
MGA
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.1M

Sector Composition

1 Industrials 15.3%
2 Technology 12.84%
3 Healthcare 11.95%
4 Consumer Staples 10.68%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
166
277
$7K ﹤0.01%
224
278
$7K ﹤0.01%
118
279
$7K ﹤0.01%
+200
280
$7K ﹤0.01%
+400
281
$7K ﹤0.01%
644
+100
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$7K ﹤0.01%
533
283
$6K ﹤0.01%
104
+1
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$6K ﹤0.01%
+55
285
$6K ﹤0.01%
1,124
-400
286
$6K ﹤0.01%
+50
287
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201
288
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175
289
$6K ﹤0.01%
+200
290
$6K ﹤0.01%
132
291
$5K ﹤0.01%
111
292
$5K ﹤0.01%
1,000
-1,200
293
$5K ﹤0.01%
+75
294
$5K ﹤0.01%
+33
295
$5K ﹤0.01%
173
-110
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$5K ﹤0.01%
58
297
$4K ﹤0.01%
133
298
$4K ﹤0.01%
+25
299
$4K ﹤0.01%
+200
300
$4K ﹤0.01%
50
10 11
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