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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%
9
327
$2K ﹤0.01%
4
328
$2K ﹤0.01%
100
329
$2K ﹤0.01%
14
330
$2K ﹤0.01%
300
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
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340
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342
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343
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345
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349
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350
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11 12 13
14
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