HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$4.6M
2
+$4.37M
3
+$3.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$4.93M
2
+$1.31M
3
+$1.09M
4
WFC icon
Wells Fargo
WFC
+$921K
5
MPC icon
Marathon Petroleum
MPC
+$776K

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%
+201
285
$6K ﹤0.01%
200
286
$6K ﹤0.01%
75
287
$6K ﹤0.01%
33
288
$6K ﹤0.01%
174
+1
289
$6K ﹤0.01%
600
290
$6K ﹤0.01%
111
291
$6K ﹤0.01%
105
+1
292
$6K ﹤0.01%
776
-28
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%
415
10 11
12
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