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
$489M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$596K
3
+$524K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$385K
5
AMAT icon
Applied Materials
AMAT
+$354K

Top Sells

1
+$1.1M
2
+$987K
3
+$832K
4
MRK icon
Merck
MRK
+$654K
5
AAPL icon
Apple
AAPL
+$505K

Sector Composition

1 Technology 16.91%
2 Industrials 16.38%
3 Healthcare 9.64%
4 Consumer Staples 9.01%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.1K 0.01%
721
227
$43K 0.01%
513
-17
228
$41.9K 0.01%
472
+140
229
$41.6K 0.01%
14,000
230
$41.6K 0.01%
1,881
+194
231
$41.4K 0.01%
16,955
+1,916
232
$41.3K 0.01%
146
-9
233
$41.2K 0.01%
128
-4
234
$40.2K 0.01%
559
-18
235
$39.4K 0.01%
1,012
+188
236
$38.5K 0.01%
43
237
$38.2K 0.01%
245
+4
238
$37.7K 0.01%
305
+56
239
$37.2K 0.01%
500
240
$37K 0.01%
227
-4
241
$36.9K 0.01%
333
-1
242
$36.6K 0.01%
1,024
+214
243
$35.9K 0.01%
275
244
$35.4K 0.01%
400
245
$34.5K 0.01%
75
246
$34.4K 0.01%
3,100
247
$33.9K 0.01%
69
+14
248
$33.5K 0.01%
799
249
$32.8K 0.01%
455
+125
250
$32.7K 0.01%
199
+49
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10
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