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
251
$32.1K 0.01%
420
252
$30.2K 0.01%
466
253
$30K 0.01%
290
-26
254
$28.7K 0.01%
250
255
$28.3K 0.01%
700
256
$27.5K 0.01%
100
257
$27.2K 0.01%
281
+34
258
$23.6K ﹤0.01%
496
259
$23.5K ﹤0.01%
742
+18
260
$23.3K ﹤0.01%
12
261
$22.9K ﹤0.01%
+584
262
$22.4K ﹤0.01%
355
-45
263
$22.2K ﹤0.01%
420
-39
264
$22.2K ﹤0.01%
350
265
$21.9K ﹤0.01%
916
+63
266
$21.5K ﹤0.01%
+361
267
$20.4K ﹤0.01%
1,124
268
$20K ﹤0.01%
58
269
$19.7K ﹤0.01%
1,500
270
$18.5K ﹤0.01%
94
271
$18.2K ﹤0.01%
114
272
$17.5K ﹤0.01%
300
273
$17.3K ﹤0.01%
473
+103
274
$17.1K ﹤0.01%
126
275
$16.6K ﹤0.01%
255
9 10
11
12 13