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
326
$1.14K ﹤0.01%
50
327
$960 ﹤0.01%
50
328
$948 ﹤0.01%
65
329
$830 ﹤0.01%
+48
330
$825 ﹤0.01%
10
331
$819 ﹤0.01%
75
332
$434 ﹤0.01%
60
333
$392 ﹤0.01%
10
334
$263 ﹤0.01%
8
-8
335
$249 ﹤0.01%
5
336
$248 ﹤0.01%
32
337
$163 ﹤0.01%
10
338
$141 ﹤0.01%
1
339
$132 ﹤0.01%
2
340
$127 ﹤0.01%
+480
341
– –
-206
342
– –
-2,000
343
– –
-55
344
– –
-110
345
– –
-100
346
– –
-117
347
– –
-665
348
– –
-1,300
349
– –
-25
350
– –
-2,198
11 12 13
14
15