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
$281M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.42M
3
+$3.05M
4
ACN icon
Accenture
ACN
+$2.64M
5
DD icon
DuPont de Nemours
DD
+$2.52M

Top Sells

1
+$231K
2
+$211K
3
+$149K
4
BA icon
Boeing
BA
+$148K
5
LPT
Liberty Property Trust
LPT
+$137K

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
351
$6K ﹤0.01%
80
352
$6K ﹤0.01%
476
353
$6K ﹤0.01%
+239
354
$6K ﹤0.01%
100
355
$6K ﹤0.01%
+500
356
$6K ﹤0.01%
137
357
$6K ﹤0.01%
400
358
$5K ﹤0.01%
30
359
$5K ﹤0.01%
175
360
$5K ﹤0.01%
483
361
$4K ﹤0.01%
111
362
$4K ﹤0.01%
145
363
$4K ﹤0.01%
7
364
$4K ﹤0.01%
100
365
$4K ﹤0.01%
+103
366
$3K ﹤0.01%
50
367
$3K ﹤0.01%
2,000
368
$3K ﹤0.01%
+69
369
$3K ﹤0.01%
+126
370
$3K ﹤0.01%
30
371
$3K ﹤0.01%
50
372
$3K ﹤0.01%
20
373
$3K ﹤0.01%
35
374
$3K ﹤0.01%
80
375
$3K ﹤0.01%
189
13 14
15
16 17