HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$3.31M
2
+$3.26M
3
+$3.23M
4
JPM icon
JPMorgan Chase
JPM
+$2.54M
5
DD icon
DuPont de Nemours
DD
+$2.53M

Top Sells

1
+$258K
2
+$209K
3
+$152K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$147K
5
LPT
Liberty Property Trust
LPT
+$131K

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
201
$89K 0.03%
+2,500
202
$88K 0.03%
299
203
$84K 0.03%
2,445
204
$83K 0.03%
1,017
+182
205
$80K 0.03%
1,183
206
$79K 0.03%
4,529
+10
207
$79K 0.03%
+718
208
$78K 0.03%
+2,744
209
$75K 0.03%
+1,500
210
$75K 0.03%
150
211
$75K 0.03%
780
212
$74K 0.03%
+2,050
213
$72K 0.03%
+515
214
$71K 0.03%
+2,078
215
$62K 0.02%
+2,151
216
$61K 0.02%
330
+200
217
$61K 0.02%
+1,377
218
$60K 0.02%
+2,314
219
$59K 0.02%
+1,971
220
$58K 0.02%
5,326
221
$58K 0.02%
+48,010
222
$56K 0.02%
6,600
223
$53K 0.02%
+633
224
$52K 0.02%
150
225
$50K 0.02%
1,400
7 8
9
10 11