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
401
$1K ﹤0.01%
32
402
– –
0
403
$1K ﹤0.01%
+51
404
– –
-200
405
– –
-305
406
– –
-170
407
– –
-224
408
– –
-475
409
– –
-450
410
– –
-193
411
– –
-290
412
– –
-96
413
– –
-110
414
– –
-135
415
– –
-185
416
– –
-111
417
– –
-20
418
– –
-115
419
– –
-114
420
– –
-62
421
– –
-83
422
– –
-48
423
– –
-287
424
– –
-335
425
– –
-71
14 15 16
17
18