HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$951K
3
+$774K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$759K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$697K

Top Sells

1
+$4.57M
2
+$4.46M
3
+$3.61M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.04M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.3K 0.01%
1,041
-2,999
227
$24.9K 0.01%
76
-62
228
$24K 0.01%
85
229
$23.2K 0.01%
420
230
$23K 0.01%
973
+125
231
$23K 0.01%
166
232
$22.8K 0.01%
301
233
$22.6K 0.01%
100
234
$22.3K 0.01%
347
+33
235
$22.2K 0.01%
55
236
$21.5K 0.01%
75
237
$21.5K 0.01%
500
238
$20.9K 0.01%
129
-7
239
$20.5K 0.01%
449
-3,000
240
$20.2K 0.01%
136
241
$19.4K 0.01%
126
242
$19.3K 0.01%
290
-1,142
243
$19.3K 0.01%
200
244
$19.2K 0.01%
93
245
$17.7K ﹤0.01%
300
246
$17.6K ﹤0.01%
318
247
$17.6K ﹤0.01%
209
+22
248
$17.1K ﹤0.01%
300
249
$15.9K ﹤0.01%
289
250
$15.9K ﹤0.01%
175
-10
8 9
10
11 12