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
$489M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$596K
3
+$524K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$385K
5
AMAT icon
Applied Materials
AMAT
+$354K

Top Sells

1
+$1.1M
2
+$987K
3
+$832K
4
MRK icon
Merck
MRK
+$654K
5
AAPL icon
Apple
AAPL
+$505K

Sector Composition

1 Technology 16.91%
2 Industrials 16.38%
3 Healthcare 9.64%
4 Consumer Staples 9.01%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.3K ﹤0.01%
110
277
$15.8K ﹤0.01%
152
278
$15.6K ﹤0.01%
117
279
$15.5K ﹤0.01%
63
280
$15.2K ﹤0.01%
173
281
$15K ﹤0.01%
231
282
$14.9K ﹤0.01%
110
283
$14.6K ﹤0.01%
100
284
$14.5K ﹤0.01%
1,175
285
$14.5K ﹤0.01%
187
-725
286
$14.2K ﹤0.01%
1,723
287
$13.2K ﹤0.01%
+276
288
$13.2K ﹤0.01%
8,415
289
$13.1K ﹤0.01%
68
-460
290
$12.5K ﹤0.01%
119
291
$12.4K ﹤0.01%
900
+855
292
$11.5K ﹤0.01%
431
+2
293
$11.4K ﹤0.01%
200
294
$11.3K ﹤0.01%
289
-195
295
$11K ﹤0.01%
+700
296
$11K ﹤0.01%
+296
297
$10.9K ﹤0.01%
136
298
$10.9K ﹤0.01%
175
299
$10.8K ﹤0.01%
85
+50
300
$10.7K ﹤0.01%
+186
10 11
12
13 14