HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
376
$3K ﹤0.01%
+240
377
$3K ﹤0.01%
20
378
$2K ﹤0.01%
+105
379
$2K ﹤0.01%
45
380
$2K ﹤0.01%
70
381
$2K ﹤0.01%
14
382
$2K ﹤0.01%
25
383
$2K ﹤0.01%
45
384
$2K ﹤0.01%
150
385
$2K ﹤0.01%
25
386
$2K ﹤0.01%
40
387
$2K ﹤0.01%
+30
388
$2K ﹤0.01%
+45
389
$2K ﹤0.01%
25
390
$2K ﹤0.01%
+20
391
$2K ﹤0.01%
60
392
$2K ﹤0.01%
44
393
$2K ﹤0.01%
53
394
$2K ﹤0.01%
45
395
$2K ﹤0.01%
70
396
$2K ﹤0.01%
70
397
$1K ﹤0.01%
+51
398
– –
0
399
$1K ﹤0.01%
32
400
$1K ﹤0.01%
3
14 15
16
17 18