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
$320M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$319K
3
+$241K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$218K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$196K

Top Sells

1
+$655K
2
+$422K
3
+$388K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$311K
5
FSP
Franklin Street Properties
FSP
+$311K

Sector Composition

1 Industrials 16.64%
2 Technology 12.3%
3 Healthcare 11.28%
4 Financials 11.16%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
300
227
$39K 0.01%
130
228
$39K 0.01%
8,300
229
$37K 0.01%
1,106
230
$35K 0.01%
107
231
$34K 0.01%
115
232
$34K 0.01%
1,200
+550
233
$33K 0.01%
569
234
$33K 0.01%
450
235
$32K 0.01%
200
236
$32K 0.01%
475
237
$31K 0.01%
200
238
$31K 0.01%
1,427
239
$30K 0.01%
2,075
240
$30K 0.01%
+15,000
241
$28K 0.01%
13,500
+3,500
242
$27K 0.01%
205
243
$26K 0.01%
300
244
$26K 0.01%
884
245
$26K 0.01%
160
246
$26K 0.01%
400
247
$25K 0.01%
575
-7,162
248
$24K 0.01%
445
-10
249
$23K 0.01%
540
250
$23K 0.01%
420
8 9
10
11 12