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
51
$1.8M 0.64%
38,904
-1,296
52
$1.76M 0.63%
+19,800
53
$1.75M 0.62%
27,168
-141
54
$1.75M 0.62%
35,000
+31,000
55
$1.74M 0.62%
+30,000
56
$1.74M 0.62%
7,438
+7,175
57
$1.73M 0.62%
24,876
+13,111
58
$1.72M 0.61%
48,120
-1,761
59
$1.7M 0.61%
12,165
+10,940
60
$1.64M 0.58%
16,059
-395
61
$1.63M 0.58%
32,785
-1,154
62
$1.57M 0.56%
27,076
-236
63
$1.57M 0.56%
17,057
+57
64
$1.56M 0.56%
10,020
+10,000
65
$1.55M 0.55%
97,700
66
$1.53M 0.54%
34,425
-3,089
67
$1.51M 0.54%
+26,000
68
$1.5M 0.53%
+20,000
69
$1.49M 0.53%
54,293
-696
70
$1.44M 0.51%
59,432
-4,435
71
$1.36M 0.49%
26,842
-784
72
$1.34M 0.48%
29,015
-91
73
$1.33M 0.47%
21,223
-709
74
$1.31M 0.47%
23,067
-73
75
$1.28M 0.46%
15,000
+13,866
1 2
3
4 5