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
301
$7.29K ﹤0.01%
1,450
302
$7.26K ﹤0.01%
300
303
$6.95K ﹤0.01%
5,000
304
$6.69K ﹤0.01%
19
305
$6.63K ﹤0.01%
550
306
$6.53K ﹤0.01%
15
307
$6.29K ﹤0.01%
25
308
$6.14K ﹤0.01%
200
-98
309
$6.09K ﹤0.01%
35
310
$5.89K ﹤0.01%
40
311
$5.85K ﹤0.01%
40
312
$5.29K ﹤0.01%
60
313
$5.25K ﹤0.01%
105
314
$5.25K ﹤0.01%
4
315
$5.02K ﹤0.01%
378
-171
316
$4.49K ﹤0.01%
35
317
$4.44K ﹤0.01%
598
318
$4.29K ﹤0.01%
19
319
$4.16K ﹤0.01%
42
320
$4.11K ﹤0.01%
66
321
$3.65K ﹤0.01%
50
322
$3.63K ﹤0.01%
11
323
$3.6K ﹤0.01%
86
324
$3.6K ﹤0.01%
376
325
$3.44K ﹤0.01%
65
11 12
13
14 15