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
326
$3.38K ﹤0.01%
39
327
$3.23K ﹤0.01%
29
328
$3.18K ﹤0.01%
85
329
$3.01K ﹤0.01%
6
330
$2.96K ﹤0.01%
297
331
$2.9K ﹤0.01%
720
-27
332
$2.88K ﹤0.01%
300
333
$2.86K ﹤0.01%
43
334
$2.86K ﹤0.01%
40
335
$2.85K ﹤0.01%
100
336
$2.83K ﹤0.01%
30
337
$2.73K ﹤0.01%
14
338
$2.7K ﹤0.01%
50
339
$2.62K ﹤0.01%
55
340
$2.55K ﹤0.01%
25
341
$2.51K ﹤0.01%
49
342
$2.5K ﹤0.01%
30
-18
343
$2.24K ﹤0.01%
35
344
$2.21K ﹤0.01%
13
345
$2.21K ﹤0.01%
100
346
$2.18K ﹤0.01%
29
347
$2.16K ﹤0.01%
3
348
$2.15K ﹤0.01%
114
349
$2.05K ﹤0.01%
6
350
$2K ﹤0.01%
50
12 13
14
15 16