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
351
$1.94K ﹤0.01%
100
352
$1.86K ﹤0.01%
100
353
$1.7K ﹤0.01%
50
354
$1.56K ﹤0.01%
18
355
$1.51K ﹤0.01%
100
356
$1.41K ﹤0.01%
14
357
$1.25K ﹤0.01%
100
-10
358
$1K ﹤0.01%
60
359
$936 ﹤0.01%
100
360
$900 ﹤0.01%
50
361
$892 ﹤0.01%
+44
362
$879 ﹤0.01%
110
363
$846 ﹤0.01%
150
364
$679 ﹤0.01%
10
365
$611 ﹤0.01%
18
366
$266 ﹤0.01%
5
367
$132 ﹤0.01%
32
368
– –
-66
369
– –
-1,400
370
– –
-298
371
– –
-1,225
372
– –
-203
373
– –
-652
374
– –
-718
375
– –
-675
12 13 14
15
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