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
151
$298K 0.07%
18,695
+5,934
152
$281K 0.07%
4,000
153
$270K 0.07%
1,033
+520
154
$265K 0.07%
7,021
-23,298
155
$255K 0.06%
1,840
156
$246K 0.06%
1,500
157
$244K 0.06%
8,300
158
$241K 0.06%
2,749
159
$237K 0.06%
2,532
+767
160
$215K 0.05%
1,949
161
$181K 0.04%
2,516
162
$175K 0.04%
4,777
+2,165
163
$170K 0.04%
2,202
164
$169K 0.04%
380
165
$166K 0.04%
5,468
166
$157K 0.04%
2,500
167
$156K 0.04%
1,257
168
$143K 0.04%
1,120
169
$136K 0.03%
4,270
-21,712
170
$135K 0.03%
2,092
171
$135K 0.03%
2,600
172
$134K 0.03%
1,598
173
$125K 0.03%
3,644
+8
174
$122K 0.03%
555
175
$122K 0.03%
2,198
+1,030
5 6
7
8 9