HFM

Hartford Funds Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 5.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$3.47M
3 +$1.12M
4
AAPL icon
Apple
AAPL
+$973K
5
WELL icon
Welltower
WELL
+$768K

Top Sells

1 +$31.2M
2 +$5.97M
3 +$3.73M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$2.3M
5
VTV icon
Vanguard Value ETF
VTV
+$1.8M

Sector Composition

1 Technology 2.3%
2 Financials 1.64%
3 Healthcare 1.29%
4 Industrials 0.85%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$462M 41.7%
13,642,385
-921,358
2
$185M 16.74%
5,276,656
-169,849
3
$99M 8.94%
3,195,543
-120,207
4
$78.1M 7.05%
3,743,689
+166,551
5
$50M 4.52%
1,448,146
+1,263,588
6
$46.3M 4.18%
911,989
-45,395
7
$41.1M 3.71%
856,834
8
$37.8M 3.42%
774,753
9
$6.44M 0.58%
29,000
+4,381
10
$6.04M 0.55%
16,094
+808
11
$4.35M 0.39%
28,161
+592
12
$4.24M 0.38%
17,271
-107
13
$3.11M 0.28%
5,939
+722
14
$2.85M 0.26%
26,313
+4,153
15
$2.73M 0.25%
10,159
+181
16
$2.73M 0.25%
14,346
+2,356
17
$2.55M 0.23%
20,924
+1,765
18
$1.9M 0.17%
15,548
-44
19
$1.86M 0.17%
3,226
+590
20
$1.68M 0.15%
15,374
-124
21
$1.6M 0.14%
22,237
-829
22
$1.59M 0.14%
9,507
+1,869
23
$1.57M 0.14%
9,889
-497
24
$1.57M 0.14%
14,932
+3,166
25
$1.53M 0.14%
2,784
+459