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
301
$10.5K ﹤0.01%
444
302
$10.5K ﹤0.01%
50
303
$9.59K ﹤0.01%
235
304
$9.38K ﹤0.01%
+142
305
$8.94K ﹤0.01%
33
306
$8.85K ﹤0.01%
130
307
$8.69K ﹤0.01%
378
308
$8.6K ﹤0.01%
84
-338
309
$8.26K ﹤0.01%
353
310
$7.95K ﹤0.01%
50
311
$7.92K ﹤0.01%
4,000
312
$7.75K ﹤0.01%
216
313
$7.61K ﹤0.01%
172
-20
314
$7.61K ﹤0.01%
6,500
315
$7.6K ﹤0.01%
15
316
$7.13K ﹤0.01%
40
317
$7.05K ﹤0.01%
85
318
$6.97K ﹤0.01%
100
319
$6.56K ﹤0.01%
330
320
$6.46K ﹤0.01%
42
+5
321
$6.38K ﹤0.01%
500
322
$6.03K ﹤0.01%
101
+1
323
$5.95K ﹤0.01%
530
324
$5.76K ﹤0.01%
+38
325
$5.71K ﹤0.01%
70
-920
11 12
13
14 15