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
$405M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.19M
3
+$1.12M
4
TSM icon
TSMC
TSM
+$800K
5
KLAC icon
KLA
KLAC
+$769K

Top Sells

1
+$1.93M
2
+$1.62M
3
+$1.24M
4
WRK
WestRock Company
WRK
+$992K
5
WMT icon
Walmart Inc
WMT
+$950K

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
376
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384
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-1,000
385
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386
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-1,000
387
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