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
76
$1.75M 0.43%
6,115
-1,872
77
$1.71M 0.42%
33,813
+6,044
78
$1.7M 0.42%
51,997
+2,216
79
$1.67M 0.41%
6,823
80
$1.66M 0.41%
18,539
-66
81
$1.65M 0.41%
7,292
-4,350
82
$1.61M 0.4%
56,249
+4,912
83
$1.59M 0.39%
17,600
84
$1.39M 0.34%
9,305
+2,788
85
$1.37M 0.34%
25,930
+4,278
86
$1.36M 0.34%
16,040
+14,159
87
$1.34M 0.33%
36,080
-125
88
$1.34M 0.33%
+7,232
89
$1.34M 0.33%
11,975
-1,001
90
$1.34M 0.33%
18,000
91
$1.33M 0.33%
9,947
92
$1.32M 0.33%
19,302
93
$1.31M 0.32%
4,393
-114
94
$1.31M 0.32%
15,504
+4
95
$1.28M 0.32%
30,901
-1,796
96
$1.28M 0.32%
14,344
-6,129
97
$1.27M 0.31%
24,735
+5,094
98
$1.25M 0.31%
7,000
99
$1.24M 0.31%
37,211
-61,596
100
$1.23M 0.3%
14,180
2 3
4
5 6