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
276
$13K ﹤0.01%
100
277
$13K ﹤0.01%
120
+80
278
$12K ﹤0.01%
213
-394
279
$12K ﹤0.01%
240
280
$12K ﹤0.01%
110
281
$12K ﹤0.01%
400
-162
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$12K ﹤0.01%
912
-2,320
283
$12K ﹤0.01%
700
284
$12K ﹤0.01%
175
285
$11K ﹤0.01%
1,011
-2,743
286
$11K ﹤0.01%
255
287
$11K ﹤0.01%
283
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$11K ﹤0.01%
500
289
$11K ﹤0.01%
533
290
$10K ﹤0.01%
+303
291
$10K ﹤0.01%
224
292
$10K ﹤0.01%
118
293
$10K ﹤0.01%
200
294
$10K ﹤0.01%
103
+1
295
$9K ﹤0.01%
100
296
$9K ﹤0.01%
166
297
$9K ﹤0.01%
140
298
$9K ﹤0.01%
100
299
$9K ﹤0.01%
53
300
$9K ﹤0.01%
58
10 11
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