HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
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
326
$3K ﹤0.01%
70
327
$2K ﹤0.01%
51
328
$2K ﹤0.01%
+500
329
$2K ﹤0.01%
3
330
$2K ﹤0.01%
14
331
$2K ﹤0.01%
+34
332
$2K ﹤0.01%
+9
333
$2K ﹤0.01%
127
334
$2K ﹤0.01%
25
335
$2K ﹤0.01%
10
-10
336
$2K ﹤0.01%
2,000
337
$1K ﹤0.01%
4
338
$1K ﹤0.01%
80
339
$1K ﹤0.01%
40
340
– –
-225
341
– –
-500
342
– –
-500
343
– –
-500
344
– –
-10,000
345
– –
-1,880
346
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347
– –
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348
– –
0
349
– –
-70
350
– –
-600
11 12 13
14
15