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
$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
126
$377K 0.13%
7,920
127
$366K 0.13%
6,560
+300
128
$354K 0.13%
1,822
+106
129
$351K 0.13%
878
+7
130
$342K 0.12%
5,280
131
$325K 0.12%
4,857
+1,211
132
$315K 0.11%
7,762
133
$313K 0.11%
12,868
-16
134
$303K 0.11%
2,550
135
$302K 0.11%
10,901
-800
136
$301K 0.11%
+12,000
137
$298K 0.11%
8,300
138
$292K 0.1%
7,934
-421
139
$290K 0.1%
7,410
140
$290K 0.1%
11,679
+15
141
$287K 0.1%
15,861
142
$286K 0.1%
5,673
143
$280K 0.1%
+1,500
144
$278K 0.1%
12,850
145
$275K 0.1%
7,700
-176
146
$274K 0.1%
1,100
147
$266K 0.09%
+6,000
148
$248K 0.09%
6,000
-150
149
$247K 0.09%
5,744
-74
150
$247K 0.09%
1,430
4 5
6
7 8