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
51
$2.81M 0.69%
38,536
-7,630
52
$2.68M 0.66%
41,883
+1,808
53
$2.68M 0.66%
20,531
+2,126
54
$2.56M 0.63%
12,513
-534
55
$2.38M 0.59%
46,021
+3,505
56
$2.33M 0.58%
33,719
+2,236
57
$2.28M 0.56%
32,447
58
$2.27M 0.56%
26,000
59
$2.25M 0.56%
21,061
+2,160
60
$2.24M 0.55%
75,240
-880
61
$2.22M 0.55%
4,624
+819
62
$2.2M 0.54%
51,960
+700
63
$2.19M 0.54%
4,471
+20
64
$2.11M 0.52%
17,203
+1,374
65
$2.1M 0.52%
7,000
+2,000
66
$2.09M 0.52%
46,079
-70
67
$2.06M 0.51%
21,094
-55
68
$1.99M 0.49%
53,569
+3,332
69
$1.99M 0.49%
39,252
+75
70
$1.96M 0.49%
20,593
-25
71
$1.92M 0.48%
14,582
-235
72
$1.92M 0.47%
26,885
+2,380
73
$1.87M 0.46%
7,094
74
$1.86M 0.46%
8,802
+669
75
$1.76M 0.44%
37,848
+3,779
1 2
3
4 5