HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$8.32M 2.96%
270,512
+3,374
2
$7.82M 2.78%
55,847
-657
3
$7.76M 2.76%
74,486
+23,130
4
$7M 2.49%
329,208
+118,227
5
$6.26M 2.23%
180,537
-4,307
6
$6M 2.14%
76,259
+17,102
7
$5.61M 2%
42,143
+18,963
8
$5.52M 1.97%
111,074
+27,261
9
$4.66M 1.66%
33,767
+13,583
10
$4.62M 1.65%
236,658
-573
11
$4.51M 1.61%
45,712
+25,095
12
$4.44M 1.58%
21,227
+5,580
13
$4.25M 1.51%
33,614
+10,147
14
$4.23M 1.51%
34,849
+15,823
15
$4.1M 1.46%
67,186
+19,336
16
$4.09M 1.46%
20,981
+3,796
17
$3.91M 1.39%
47,241
+20,005
18
$3.78M 1.35%
68,332
-588
19
$3.5M 1.25%
32,174
+16,271
20
$3.48M 1.24%
25,943
-415
21
$3.42M 1.22%
+76,500
22
$3.42M 1.22%
+40,000
23
$3.41M 1.21%
128,200
-4,332
24
$3.4M 1.21%
32,475
-208
25
$3.39M 1.21%
52,704
+9,673
1
2 3 4 5