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
301
$4K ﹤0.01%
240
302
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41
303
$4K ﹤0.01%
370
-36
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40
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30
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307
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308
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415
309
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5,000
310
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+50
312
$3K ﹤0.01%
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20
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42
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$3K ﹤0.01%
418
-600
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$3K ﹤0.01%
100
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$3K ﹤0.01%
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$2K ﹤0.01%
50
321
$2K ﹤0.01%
55
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$2K ﹤0.01%
25
323
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25
-635
324
$2K ﹤0.01%
50
325
$2K ﹤0.01%
100
11 12
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