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
$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
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
1
$17.3M 4.28%
50,905
-946
2
$12.1M 2.99%
62,434
-972
3
$11.3M 2.79%
332,232
+11,098
4
$8.85M 2.19%
259,442
-7,774
5
$8.17M 2.02%
56,208
-1,721
6
$7.9M 1.95%
14,680
-108
7
$7.14M 1.76%
232,290
+16,978
8
$6.99M 1.73%
14,912
9
$6.77M 1.67%
120,208
+2,977
10
$6.75M 1.67%
164,818
-794
11
$6.68M 1.65%
21,518
+1,238
12
$6.68M 1.65%
287,386
+16,343
13
$6.28M 1.55%
36,204
-78
14
$6.1M 1.51%
38,782
+384
15
$5.86M 1.45%
28,220
+806
16
$5.79M 1.43%
23,514
+696
17
$5.74M 1.42%
53,539
-552
18
$5.71M 1.41%
40,006
19
$5.62M 1.39%
30,360
-1,087
20
$5.51M 1.36%
22,040
21
$5.5M 1.36%
33,216
+3,688
22
$5.45M 1.35%
49,958
-611
23
$5.2M 1.29%
35,976
-3,486
24
$5.17M 1.28%
33,783
-87
25
$5.17M 1.28%
11,699
-53
1
2 3 4 5