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
301
$13K ﹤0.01%
+200
302
$13K ﹤0.01%
99
303
$13K ﹤0.01%
64
304
$13K ﹤0.01%
+400
305
$13K ﹤0.01%
8,000
+5,000
306
$13K ﹤0.01%
175
307
$12K ﹤0.01%
+6,000
308
$12K ﹤0.01%
600
309
$12K ﹤0.01%
68
310
$12K ﹤0.01%
87
-9
311
$12K ﹤0.01%
100
312
$12K ﹤0.01%
+500
313
$12K ﹤0.01%
159
314
$11K ﹤0.01%
+110
315
$11K ﹤0.01%
+196
316
$11K ﹤0.01%
50
317
$11K ﹤0.01%
+368
318
$11K ﹤0.01%
245
-135
319
$11K ﹤0.01%
200
320
$11K ﹤0.01%
+400
321
$11K ﹤0.01%
+105
322
$11K ﹤0.01%
+389
323
$11K ﹤0.01%
+590
324
$11K ﹤0.01%
500
325
$10K ﹤0.01%
+559
11 12
13
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