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
326
$4.65K ﹤0.01%
10
327
$4.6K ﹤0.01%
20
328
$4.51K ﹤0.01%
39
329
$4.5K ﹤0.01%
119
330
$4.21K ﹤0.01%
4
331
$4.09K ﹤0.01%
42
332
$4.04K ﹤0.01%
8
333
$3.93K ﹤0.01%
47
334
$3.92K ﹤0.01%
46
335
$3.88K ﹤0.01%
29
336
$3.85K ﹤0.01%
500
337
$3.83K ﹤0.01%
300
338
$3.78K ﹤0.01%
800
339
$3.68K ﹤0.01%
11
340
$3.46K ﹤0.01%
900
341
$3.45K ﹤0.01%
297
342
$3.18K ﹤0.01%
30
343
$3.16K ﹤0.01%
1,450
344
$3.12K ﹤0.01%
105
345
$3K ﹤0.01%
5,000
346
$3K ﹤0.01%
2
347
$2.95K ﹤0.01%
6
348
$2.85K ﹤0.01%
15
349
$2.79K ﹤0.01%
55
350
$2.6K ﹤0.01%
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