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
$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
301
$4K ﹤0.01%
8,000
302
$4K ﹤0.01%
240
303
$4K ﹤0.01%
41
304
$4K ﹤0.01%
370
-36
305
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40
306
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30
307
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180
308
$4K ﹤0.01%
195
309
$4K ﹤0.01%
415
310
$4K ﹤0.01%
5,000
311
$4K ﹤0.01%
+50
312
$3K ﹤0.01%
418
-600
313
$3K ﹤0.01%
100
314
$3K ﹤0.01%
175
315
$3K ﹤0.01%
44
316
$3K ﹤0.01%
100
317
$3K ﹤0.01%
+60
318
$3K ﹤0.01%
20
319
$3K ﹤0.01%
42
320
$2K ﹤0.01%
50
321
$2K ﹤0.01%
55
322
$2K ﹤0.01%
100
323
$2K ﹤0.01%
14
324
$2K ﹤0.01%
300
325
$2K ﹤0.01%
25
11 12
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14 15