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
126
$574K 0.14%
3,293
-9
127
$551K 0.14%
6,000
128
$548K 0.14%
+14,938
129
$538K 0.13%
16,652
-330
130
$530K 0.13%
2,971
131
$496K 0.12%
2,000
132
$495K 0.12%
35,140
+1,005
133
$476K 0.12%
+20,571
134
$460K 0.11%
1,673
135
$457K 0.11%
1,163
-1
136
$421K 0.1%
1,688
+2
137
$410K 0.1%
9,595
138
$407K 0.1%
1,000
139
$400K 0.1%
45,348
+4,000
140
$394K 0.1%
10,943
-170
141
$373K 0.09%
11,500
142
$359K 0.09%
6,374
-9,496
143
$347K 0.09%
37,598
-154,922
144
$347K 0.09%
3,478
+3,453
145
$345K 0.09%
27,134
146
$341K 0.08%
923
+8
147
$328K 0.08%
3,000
148
$326K 0.08%
7,410
149
$312K 0.08%
1,632
150
$307K 0.08%
4,000
4 5
6
7 8