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

Top Buys

1
+$3.31M
2
+$3.26M
3
+$3.23M
4
JPM icon
JPMorgan Chase
JPM
+$2.54M
5
DD icon
DuPont de Nemours
DD
+$2.53M

Top Sells

1
+$258K
2
+$209K
3
+$152K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$147K
5
LPT
Liberty Property Trust
LPT
+$131K

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
376
$3K ﹤0.01%
+240
377
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20
378
$2K ﹤0.01%
45
379
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53
380
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70
381
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70
382
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44
383
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60
384
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+20
385
$2K ﹤0.01%
25
386
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+45
387
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+30
388
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40
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25
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150
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45
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25
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70
395
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45
396
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+105
397
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10
398
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50
399
$1K ﹤0.01%
+41
400
$1K ﹤0.01%
3
14 15
16
17 18