HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$951K
3
+$774K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$759K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$697K

Top Sells

1
+$4.57M
2
+$4.46M
3
+$3.61M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.04M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.69K ﹤0.01%
1,450
277
$9.63K ﹤0.01%
107
+83
278
$8.75K ﹤0.01%
50
279
$8.43K ﹤0.01%
200
280
$8.03K ﹤0.01%
46
281
$7.78K ﹤0.01%
530
282
$7.5K ﹤0.01%
56
-45
283
$7.3K ﹤0.01%
100
284
$6.98K ﹤0.01%
84
285
$6.6K ﹤0.01%
300
286
$6.39K ﹤0.01%
10
+2
287
$5.64K ﹤0.01%
41
+12
288
$5.36K ﹤0.01%
30
289
$5.14K ﹤0.01%
10
290
$4.91K ﹤0.01%
20
291
$4.91K ﹤0.01%
4
+2
292
$4.9K ﹤0.01%
63
+33
293
$4.88K ﹤0.01%
155
+90
294
$4.83K ﹤0.01%
57
+22
295
$4.7K ﹤0.01%
12
+2
296
$4.68K ﹤0.01%
2,000
-12,000
297
$4.55K ﹤0.01%
134
+105
298
$4.49K ﹤0.01%
3
+1
299
$4.47K ﹤0.01%
16
+1
300
$4.26K ﹤0.01%
42
+7
10 11
12
13 14