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
$262M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.84M
3
+$634K
4
ET icon
Energy Transfer Partners
ET
+$469K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$450K

Top Sells

1
+$810K
2
+$739K
3
+$727K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$605K
5
ADP icon
Automatic Data Processing
ADP
+$526K

Sector Composition

1 Industrials 16.65%
2 Healthcare 12.25%
3 Technology 10.43%
4 Consumer Staples 9.97%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+400
277
$16K 0.01%
268
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$16K 0.01%
+1,320
279
$16K 0.01%
+105
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704
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+400
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$16K 0.01%
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$15K 0.01%
300
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$14K 0.01%
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360
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$14K 0.01%
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$14K 0.01%
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$14K 0.01%
7,500
297
$14K 0.01%
331
+1
298
$12K ﹤0.01%
68
299
$12K ﹤0.01%
240
300
$11K ﹤0.01%
500
10 11
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