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
251
$23K 0.01%
1,755
252
$22K 0.01%
15,500
+8,000
253
$22K 0.01%
732
254
$22K 0.01%
642
255
$22K 0.01%
1,050
256
$22K 0.01%
600
257
$21K 0.01%
184
258
$21K 0.01%
1,200
259
$20K 0.01%
2,200
260
$20K 0.01%
75
261
$19K 0.01%
268
262
$18K 0.01%
174
263
$18K 0.01%
1,524
264
$18K 0.01%
400
265
$18K 0.01%
300
266
$17K 0.01%
470
267
$17K 0.01%
544
+109
268
$16K 0.01%
75
-200
269
$16K 0.01%
244
270
$16K 0.01%
500
271
$15K ﹤0.01%
99
272
$15K ﹤0.01%
880
273
$15K ﹤0.01%
200
274
$14K ﹤0.01%
68
275
$14K ﹤0.01%
2,000
9 10
11
12 13