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
101
$668K 0.24%
23,689
+1,703
102
$661K 0.24%
6,742
-135
103
$661K 0.24%
34,730
-254
104
$659K 0.23%
+6,000
105
$639K 0.23%
+19,100
106
$623K 0.22%
3,976
-217
107
$599K 0.21%
10,360
+10,000
108
$591K 0.21%
11,979
+303
109
$589K 0.21%
13,371
-41
110
$567K 0.2%
2,885
111
$566K 0.2%
12,103
+163
112
$535K 0.19%
12,200
113
$522K 0.19%
3,931
114
$510K 0.18%
17,880
+2,922
115
$506K 0.18%
6,347
+1
116
$505K 0.18%
2,070
117
$505K 0.18%
+12,000
118
$489K 0.17%
10,564
-38
119
$476K 0.17%
27,600
+24,000
120
$461K 0.16%
6,660
+300
121
$449K 0.16%
7,960
122
$439K 0.16%
+6,335
123
$427K 0.15%
14,206
-183
124
$409K 0.15%
19,594
125
$385K 0.14%
2,120
3 4
5
6 7