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
351
$2.58K ﹤0.01%
25
352
$2.54K ﹤0.01%
20
353
$2.33K ﹤0.01%
6
-14
354
$2.31K ﹤0.01%
35
355
$2.2K ﹤0.01%
+55
356
$2.19K ﹤0.01%
+100
357
$2.19K ﹤0.01%
19
358
$2.18K ﹤0.01%
5,000
359
$2.15K ﹤0.01%
49
360
$2.11K ﹤0.01%
114
-500
361
$2.08K ﹤0.01%
31
362
$2.06K ﹤0.01%
75
363
$2.02K ﹤0.01%
50
364
$1.98K ﹤0.01%
30
365
$1.97K ﹤0.01%
28
366
$1.96K ﹤0.01%
29
367
$1.64K ﹤0.01%
60
368
$1.17K ﹤0.01%
18
369
$1.11K ﹤0.01%
26
370
$922 ﹤0.01%
55
371
$698 ﹤0.01%
10
372
$633 ﹤0.01%
110
373
$601 ﹤0.01%
50
374
$530 ﹤0.01%
65
375
$501 ﹤0.01%
266
13 14
15
16 17