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
251
$15.9K ﹤0.01%
1,300
-500
252
$15.5K ﹤0.01%
346
253
$15.3K ﹤0.01%
235
254
$15.3K ﹤0.01%
1,000
255
$15K ﹤0.01%
255
256
$14.9K ﹤0.01%
50
257
$14.3K ﹤0.01%
175
258
$14.1K ﹤0.01%
110
259
$14.1K ﹤0.01%
176
260
$13.7K ﹤0.01%
1,175
261
$13.5K ﹤0.01%
40
262
$13.3K ﹤0.01%
700
263
$13.2K ﹤0.01%
473
264
$12.8K ﹤0.01%
353
265
$12.4K ﹤0.01%
60
-8
266
$11.4K ﹤0.01%
380
267
$11.4K ﹤0.01%
80
+20
268
$10.9K ﹤0.01%
42
269
$10.6K ﹤0.01%
112
+1
270
$10.6K ﹤0.01%
235
271
$10.3K ﹤0.01%
85
-50
272
$10.2K ﹤0.01%
376
+27
273
$9.98K ﹤0.01%
444
274
$9.79K ﹤0.01%
137
-218
275
$9.75K ﹤0.01%
223
-776
9 10
11
12 13