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
76
$1.26M 0.45%
45,548
77
$1.25M 0.45%
22,081
+17,839
78
$1.24M 0.44%
13,013
+60
79
$1.24M 0.44%
17,900
+17,600
80
$1.23M 0.44%
+18,000
81
$1.21M 0.43%
15,829
+16
82
$1.2M 0.43%
8,995
+3,636
83
$1.2M 0.43%
17,557
-273
84
$1.14M 0.41%
6,709
85
$1.08M 0.38%
12,700
86
$1.07M 0.38%
8,080
-48
87
$1.04M 0.37%
14,108
-58
88
$931K 0.33%
39,382
89
$896K 0.32%
16,910
+269
90
$878K 0.31%
6,100
+6,000
91
$873K 0.31%
13,381
-654
92
$843K 0.3%
3,436
-4
93
$789K 0.28%
5,065
+5,000
94
$757K 0.27%
+12,500
95
$744K 0.27%
+6,000
96
$744K 0.27%
7,000
+6,926
97
$743K 0.26%
17,042
+17,000
98
$712K 0.25%
26,270
+365
99
$673K 0.24%
20,526
+593
100
$670K 0.24%
14,087
+694
2 3
4
5 6