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
101
$1.18M 0.29%
23,735
+81
102
$1.15M 0.28%
34,700
103
$1.14M 0.28%
4,073
-134
104
$1.11M 0.27%
22,148
+1,161
105
$1.06M 0.26%
3,300
106
$1.06M 0.26%
13,000
107
$1.05M 0.26%
9,009
+3
108
$1.04M 0.26%
6,000
109
$1.04M 0.26%
20,999
110
$1.03M 0.25%
19,662
-18,834
111
$980K 0.24%
2,020
+1,840
112
$978K 0.24%
27,909
+1,111
113
$962K 0.24%
28,701
-19,540
114
$939K 0.23%
35,645
115
$907K 0.22%
17,035
-366
116
$869K 0.21%
8,615
+8,601
117
$835K 0.21%
20,500
118
$758K 0.19%
6,335
+6
119
$743K 0.18%
12,969
120
$637K 0.16%
10,276
121
$626K 0.15%
10,392
122
$626K 0.15%
6,833
123
$598K 0.15%
+14,941
124
$578K 0.14%
19,872
-34,185
125
$575K 0.14%
1,102
3 4
5
6 7