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
301
$4K ﹤0.01%
28
302
$4K ﹤0.01%
450
303
$4K ﹤0.01%
+517
304
$4K ﹤0.01%
+415
305
$4K ﹤0.01%
804
-108
306
$3K ﹤0.01%
175
307
$3K ﹤0.01%
600
308
$3K ﹤0.01%
663
+21
309
$3K ﹤0.01%
240
310
$3K ﹤0.01%
41
311
$3K ﹤0.01%
406
-605
312
$3K ﹤0.01%
30
313
$3K ﹤0.01%
100
314
$3K ﹤0.01%
65
315
$3K ﹤0.01%
180
+100
316
$3K ﹤0.01%
+20
317
$3K ﹤0.01%
+42
318
$3K ﹤0.01%
5,000
319
$3K ﹤0.01%
1,018
-10,795
320
$3K ﹤0.01%
143
321
$2K ﹤0.01%
25
322
$2K ﹤0.01%
2,000
323
$2K ﹤0.01%
4
324
$2K ﹤0.01%
100
-200
325
$2K ﹤0.01%
8,000
-7,500
11 12
13
14 15