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

Top Buys

1
+$1.34M
2
+$1.2M
3
+$1.18M
4
KLAC icon
KLA
KLAC
+$892K
5
TSM icon
TSMC
TSM
+$868K

Top Sells

1
+$2.06M
2
+$1.43M
3
+$1.22M
4
WRK
WestRock Company
WRK
+$994K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$987K

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
26
$4.94M 1.22%
16,000
27
$4.83M 1.19%
11,932
28
$4.82M 1.19%
31,776
-267
29
$4.08M 1.01%
100,674
+29,132
30
$4.02M 0.99%
20,000
31
$3.91M 0.97%
10,020
32
$3.81M 0.94%
38,890
+147
33
$3.79M 0.94%
15,979
-1,965
34
$3.76M 0.93%
42,164
+1,069
35
$3.76M 0.93%
16,587
-13
36
$3.75M 0.93%
17,626
+1,023
37
$3.65M 0.9%
26,469
+171
38
$3.61M 0.89%
76,500
39
$3.56M 0.88%
48,000
40
$3.51M 0.87%
29,436
-3,072
41
$3.46M 0.86%
69,085
-1,294
42
$3.38M 0.84%
25,100
43
$3.33M 0.82%
15,171
+3,019
44
$3.28M 0.81%
28,425
-2,646
45
$3.22M 0.8%
94,095
-1,187
46
$3.22M 0.79%
17,862
-24
47
$3.01M 0.75%
8,841
-827
48
$2.96M 0.73%
17,487
+1,437
49
$2.94M 0.73%
24,293
-1,688
50
$2.84M 0.7%
96,660
+2,010
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