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
151
– –
-2,314
152
$236K 0.08%
1,641
153
$227K 0.08%
3,105
+3
154
$218K 0.08%
3,488
-137
155
$216K 0.08%
2,324
156
$216K 0.08%
2,590
157
$205K 0.07%
4,087
158
$205K 0.07%
1,673
159
$196K 0.07%
3,755
160
$189K 0.07%
3,500
+1,000
161
$186K 0.07%
2,025
162
$178K 0.06%
+1,635
163
$177K 0.06%
3,000
164
$177K 0.06%
+1,032
165
$175K 0.06%
1,105
+900
166
$171K 0.06%
6,500
-400
167
$168K 0.06%
2,508
-300
168
$167K 0.06%
2,000
169
$164K 0.06%
1,921
170
$164K 0.06%
2,033
-82
171
$149K 0.05%
+1,662
172
$144K 0.05%
1,840
173
$143K 0.05%
2,803
174
$139K 0.05%
+514
175
$137K 0.05%
2,476
5 6
7
8 9