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
176
$134K 0.05%
1,914
-150
177
$130K 0.05%
1,680
178
$127K 0.05%
690
179
$126K 0.04%
1,590
+3
180
$122K 0.04%
60
181
$122K 0.04%
1,600
182
$117K 0.04%
3,050
183
$115K 0.04%
11,000
+2,000
184
$114K 0.04%
835
185
$114K 0.04%
516
186
$114K 0.04%
670
187
$112K 0.04%
2,600
-349
188
$108K 0.04%
6,000
189
$106K 0.04%
2,077
190
$104K 0.04%
1,867
191
$101K 0.04%
5,700
192
$100K 0.04%
1,600
193
$95K 0.03%
350
194
$94K 0.03%
+1,910
195
$94K 0.03%
670
196
$94K 0.03%
2,450
197
$93K 0.03%
+567
198
$92K 0.03%
+1,820
199
$90K 0.03%
+1,900
200
$89K 0.03%
+2,000
6 7
8
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