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