HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+5.94%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$405M
AUM Growth
+$17.9M
(+4.6%)
Cap. Flow
-$1.08M
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
387
New
8
Increased
71
Reduced
68
Closed
20
Top Buys
| 1 |
CME Group
CME
|
$1.34M |
| 2 |
TJX Companies
TJX
|
$1.2M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.18M |
| 4 |
KLA
KLAC
|
$892K |
| 5 |
TSMC
TSM
|
$868K |
Top Sells
| 1 |
Intel
INTC
|
$2.06M |
| 2 |
KeyCorp
KEY
|
$1.43M |
| 3 |
3M
MMM
|
$1.22M |
| 4 |
WRK
WestRock Company
WRK
|
$994K |
| 5 |
Walmart
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% |
