HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.37M
3
+$3.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$4.93M
2
+$1.31M
3
+$1.09M
4
WFC icon
Wells Fargo
WFC
+$921K
5
MPC icon
Marathon Petroleum
MPC
+$776K

Sector Composition

1 Industrials 14.72%
2 Technology 14%
3 Healthcare 10.92%
4 Consumer Staples 10.22%
5 Financials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
224
252
$13K ﹤0.01%
400
253
$13K ﹤0.01%
336
254
$13K ﹤0.01%
+555
255
$13K ﹤0.01%
400
256
$13K ﹤0.01%
325
257
$12K ﹤0.01%
217
+2
258
$12K ﹤0.01%
700
+50
259
$12K ﹤0.01%
420
260
$12K ﹤0.01%
80
261
$11K ﹤0.01%
255
262
$11K ﹤0.01%
400
263
$10K ﹤0.01%
166
264
$10K ﹤0.01%
53
265
$9K ﹤0.01%
100
266
$9K ﹤0.01%
110
267
$9K ﹤0.01%
170
-300
268
$9K ﹤0.01%
124
269
$9K ﹤0.01%
118
270
$9K ﹤0.01%
100
271
$8K ﹤0.01%
1,124
272
$8K ﹤0.01%
50
273
$8K ﹤0.01%
450
274
$8K ﹤0.01%
175
275
$8K ﹤0.01%
533
9 10
11
12 13