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
326
$2K ﹤0.01%
25
-635
327
$2K ﹤0.01%
50
328
$2K ﹤0.01%
100
329
$2K ﹤0.01%
9
330
$2K ﹤0.01%
4
331
$1K ﹤0.01%
127
332
$1K ﹤0.01%
10
333
$1K ﹤0.01%
20
334
$1K ﹤0.01%
20
335
$1K ﹤0.01%
34
336
$1K ﹤0.01%
75
-1,193
337
– –
0
338
$1K ﹤0.01%
3
339
– –
-1,000
340
– –
-3,000
341
– –
-5,000
342
– –
-140
343
– –
-1,200
344
– –
-2,000
345
– –
-663
346
– –
-5,000
347
– –
-69
348
– –
-65
349
– –
-28
350
– –
-2,000
11 12 13
14
15