HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$388K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$101K
3
+$93K
4
NMG
Nouveau Monde Graphite
NMG
+$89.4K
5
APA icon
APA Corp
APA
+$80.3K

Top Sells

1
+$9.2M
2
+$3.76M
3
+$1.49M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$599K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$537K

Sector Composition

1 Industrials 17.13%
2 Technology 15.07%
3 Healthcare 10.73%
4 Consumer Staples 9.88%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
100
352
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100
353
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25
354
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75
+37
355
$3K ﹤0.01%
+64
356
$3K ﹤0.01%
376
-80
357
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800
358
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359
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60
360
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150
361
$2K ﹤0.01%
55
362
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100
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50
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365
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50
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50
367
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100
368
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75
369
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39
370
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+18
371
$1K ﹤0.01%
4
372
$1K ﹤0.01%
100
373
– –
0
374
$1K ﹤0.01%
3
375
– –
-500
12 13 14
15
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