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
326
$10K ﹤0.01%
442
327
$10K ﹤0.01%
+266
328
$10K ﹤0.01%
140
329
$10K ﹤0.01%
+60
330
$9K ﹤0.01%
170
331
$9K ﹤0.01%
255
332
$8K ﹤0.01%
+200
333
$8K ﹤0.01%
+118
334
$8K ﹤0.01%
176
335
$8K ﹤0.01%
+200
336
$8K ﹤0.01%
300
337
$8K ﹤0.01%
100
338
$8K ﹤0.01%
+134
339
$8K ﹤0.01%
58
340
$7K ﹤0.01%
+63
341
$7K ﹤0.01%
165
342
$7K ﹤0.01%
+334
343
$7K ﹤0.01%
+300
344
$7K ﹤0.01%
+80
345
$7K ﹤0.01%
425
346
$7K ﹤0.01%
+1,000
347
$6K ﹤0.01%
100
348
$6K ﹤0.01%
+500
349
$6K ﹤0.01%
137
350
$6K ﹤0.01%
400
12 13
14
15 16