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
276
$11K ﹤0.01%
200
277
$10.9K ﹤0.01%
186
278
$10.7K ﹤0.01%
300
279
$10.6K ﹤0.01%
600
280
$10.5K ﹤0.01%
366
-366
281
$10.4K ﹤0.01%
+207
282
$10.4K ﹤0.01%
100
283
$10.4K ﹤0.01%
321
-321
284
$10.3K ﹤0.01%
231
285
$10.3K ﹤0.01%
200
-2,078
286
$10.1K ﹤0.01%
235
287
$10K ﹤0.01%
114
288
$9.72K ﹤0.01%
422
+2
289
$9.71K ﹤0.01%
12
290
$9.27K ﹤0.01%
175
291
$9.22K ﹤0.01%
130
292
$8.83K ﹤0.01%
31
293
$8.77K ﹤0.01%
353
294
$8.63K ﹤0.01%
58
295
$8.57K ﹤0.01%
217
296
$8.43K ﹤0.01%
444
297
$8.42K ﹤0.01%
333
+3
298
$8.38K ﹤0.01%
500
299
$8.37K ﹤0.01%
50
300
$7.74K ﹤0.01%
33
10 11
12
13 14