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
201
$64.7K 0.02%
969
-60
202
$64.3K 0.02%
1,000
203
$62.8K 0.02%
2,102
204
$62.4K 0.02%
2,134
+2,040
205
$61.9K 0.02%
466
206
$57.7K 0.01%
308
207
$57.2K 0.01%
704
208
$57.1K 0.01%
600
209
$56.5K 0.01%
500
210
$54.7K 0.01%
259
211
$54.7K 0.01%
1,826
+16
212
$54.3K 0.01%
512
-284
213
$53.6K 0.01%
466
214
$51.6K 0.01%
283
215
$51.1K 0.01%
473
216
$49.8K 0.01%
1,820
217
$48.3K 0.01%
278
218
$47.7K 0.01%
107
219
$47.3K 0.01%
160
220
$47.2K 0.01%
1,400
221
$47K 0.01%
+550
222
$46.1K 0.01%
2,900
-3,297
223
$44.1K 0.01%
1,250
224
$44K 0.01%
526
-14,591
225
$43.3K 0.01%
397
+213
7 8
9
10 11