HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
26
$3.35M 1.19%
24,696
+11,860
27
$3.32M 1.18%
31,521
+8,576
28
$3.3M 1.17%
180,390
-11,530
29
$3.21M 1.14%
36,733
-209
30
$3.19M 1.13%
39,171
+29,457
31
$3.06M 1.09%
22,070
+22,000
32
$2.82M 1%
25,590
+9,615
33
$2.64M 0.94%
+16,112
34
$2.63M 0.94%
37,423
-991
35
$2.58M 0.92%
15,701
+14,352
36
$2.51M 0.9%
36,860
+26,312
37
$2.5M 0.89%
16,600
+14,918
38
$2.48M 0.88%
38,957
-139
39
$2.46M 0.87%
44,302
-346
40
$2.39M 0.85%
65,429
-1,159
41
$2.36M 0.84%
20,974
+6,131
42
$2.35M 0.84%
7,004
-442
43
$2.3M 0.82%
29,460
+21,495
44
$2.15M 0.76%
26,564
+23,330
45
$2.04M 0.73%
59,316
+50,396
46
$2.03M 0.72%
49,575
-1,046
47
$2.01M 0.72%
48,200
+48,000
48
$1.97M 0.7%
39,148
+19,535
49
$1.91M 0.68%
13,466
+30
50
$1.85M 0.66%
20,000
+19,840
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