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
176
$121K 0.03%
2,497
+21
177
$120K 0.03%
412
178
$114K 0.03%
2,492
-15,808
179
$112K 0.03%
4,100
180
$110K 0.03%
1,940
181
$108K 0.03%
907
182
$104K 0.03%
1,690
+406
183
$104K 0.03%
2,000
184
$102K 0.03%
1,800
185
$101K 0.03%
3,755
186
$95.8K 0.02%
1,465
187
$94.4K 0.02%
2,560
188
$89.1K 0.02%
5,000
189
$88.3K 0.02%
2,876
190
$87.6K 0.02%
2,600
-893
191
$81.5K 0.02%
177
192
$73.4K 0.02%
300
193
$71.6K 0.02%
1,206
194
$70.9K 0.02%
160
+37
195
$70.6K 0.02%
2,000
196
$69.6K 0.02%
1,576
197
$67.6K 0.02%
2,320
198
$67.1K 0.02%
888
+43
199
$65.6K 0.02%
522
200
$65.3K 0.02%
629
6 7
8
9 10