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
$313M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.41M
3
+$3.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.27M
5
AMZN icon
Amazon
AMZN
+$1.57M

Top Sells

1
+$4.98M
2
+$1.3M
3
+$1.09M
4
MPC icon
Marathon Petroleum
MPC
+$903K
5
WFC icon
Wells Fargo
WFC
+$863K

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
276
$8K ﹤0.01%
58
277
$8K ﹤0.01%
250
-1,400
278
$7K ﹤0.01%
55
279
$7K ﹤0.01%
200
280
$7K ﹤0.01%
500
281
$7K ﹤0.01%
200
282
$7K ﹤0.01%
133
+1
283
$7K ﹤0.01%
+250
284
$6K ﹤0.01%
600
285
$6K ﹤0.01%
111
286
$6K ﹤0.01%
200
287
$6K ﹤0.01%
75
288
$6K ﹤0.01%
33
289
$6K ﹤0.01%
174
+1
290
$6K ﹤0.01%
105
+1
291
$6K ﹤0.01%
776
-28
292
$6K ﹤0.01%
+201
293
$6K ﹤0.01%
13,500
294
$5K ﹤0.01%
32
-36
295
$5K ﹤0.01%
133
296
$5K ﹤0.01%
50
297
$5K ﹤0.01%
25
298
$5K ﹤0.01%
517
299
$5K ﹤0.01%
644
300
$4K ﹤0.01%
8,000
10 11
12
13 14