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
326
$2K ﹤0.01%
+55
327
$2K ﹤0.01%
69
328
$2K ﹤0.01%
+40
329
$2K ﹤0.01%
44
-200
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50
331
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+195
332
$2K ﹤0.01%
34
333
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+100
334
$2K ﹤0.01%
525
+25
335
$2K ﹤0.01%
+300
336
$1K ﹤0.01%
+10
337
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+20
338
$1K ﹤0.01%
100
339
$1K ﹤0.01%
2,000
340
$1K ﹤0.01%
+50
341
$1K ﹤0.01%
127
342
$1K ﹤0.01%
9
343
$1K ﹤0.01%
+20
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14
345
$1K ﹤0.01%
3
346
– –
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347
– –
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348
– –
-21,577
349
– –
-175
350
– –
-900
11 12 13
14
15