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
376
$3K ﹤0.01%
20
377
$3K ﹤0.01%
+240
378
$2K ﹤0.01%
70
379
$2K ﹤0.01%
70
380
$2K ﹤0.01%
45
381
$2K ﹤0.01%
53
382
$2K ﹤0.01%
44
383
$2K ﹤0.01%
60
384
$2K ﹤0.01%
+20
385
$2K ﹤0.01%
25
386
$2K ﹤0.01%
+45
387
$2K ﹤0.01%
+30
388
$2K ﹤0.01%
40
389
$2K ﹤0.01%
25
390
$2K ﹤0.01%
150
391
$2K ﹤0.01%
45
392
$2K ﹤0.01%
25
393
$2K ﹤0.01%
14
394
$2K ﹤0.01%
70
395
$2K ﹤0.01%
45
396
$2K ﹤0.01%
+105
397
$1K ﹤0.01%
10
398
$1K ﹤0.01%
50
399
$1K ﹤0.01%
+41
400
$1K ﹤0.01%
3
14 15
16
17 18