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
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10
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