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
301
$8K ﹤0.01%
642
+19
302
$8K ﹤0.01%
80
303
$8K ﹤0.01%
143
304
$7K ﹤0.01%
300
305
$7K ﹤0.01%
175
306
$7K ﹤0.01%
132
307
$6K ﹤0.01%
400
308
$6K ﹤0.01%
50
309
$6K ﹤0.01%
450
310
$6K ﹤0.01%
201
311
$6K ﹤0.01%
300
312
$5K ﹤0.01%
111
313
$5K ﹤0.01%
300
314
$5K ﹤0.01%
133
315
$5K ﹤0.01%
50
316
$5K ﹤0.01%
65
317
$5K ﹤0.01%
5,000
318
$4K ﹤0.01%
600
319
$4K ﹤0.01%
41
-38
320
$4K ﹤0.01%
30
321
$4K ﹤0.01%
+100
322
$4K ﹤0.01%
28
323
$4K ﹤0.01%
100
324
$4K ﹤0.01%
175
325
$3K ﹤0.01%
70
11 12
13
14 15