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
301
$4.22K ﹤0.01%
12
-6
302
$4.19K ﹤0.01%
39
303
$4.09K ﹤0.01%
900
304
$4.06K ﹤0.01%
20
+9
305
$3.87K ﹤0.01%
+4
306
$3.55K ﹤0.01%
42
307
$3.43K ﹤0.01%
100
308
$3.3K ﹤0.01%
114
309
$3.28K ﹤0.01%
6
310
$3.24K ﹤0.01%
813
311
$3.22K ﹤0.01%
20
312
$3.12K ﹤0.01%
55
313
$3.04K ﹤0.01%
86
-33
314
$3.01K ﹤0.01%
25
-3,453
315
$2.94K ﹤0.01%
297
316
$2.77K ﹤0.01%
98
317
$2.44K ﹤0.01%
19
318
$2.25K ﹤0.01%
4
319
$2.23K ﹤0.01%
18
320
$1.63K ﹤0.01%
+93
321
$1.53K ﹤0.01%
11
322
$1.52K ﹤0.01%
28
323
$1.36K ﹤0.01%
40
324
$1.18K ﹤0.01%
55
325
$1.18K ﹤0.01%
415
11 12
13
14 15