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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
$262M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.99M
3
+$767K
4
ET icon
Energy Transfer Partners
ET
+$539K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$451K

Top Sells

1
+$842K
2
+$729K
3
+$727K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$609K
5
ADP icon
Automatic Data Processing
ADP
+$566K

Sector Composition

1 Industrials 16.65%
2 Healthcare 12.25%
3 Technology 10.43%
4 Consumer Staples 9.97%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
127
377
$2K ﹤0.01%
30
378
$2K ﹤0.01%
42
-17,000
379
$2K ﹤0.01%
25
380
$2K ﹤0.01%
25
381
– –
0
382
$2K ﹤0.01%
105
383
$2K ﹤0.01%
225
384
$1K ﹤0.01%
10
385
$1K ﹤0.01%
50
386
$1K ﹤0.01%
40
387
$1K ﹤0.01%
+50
388
$1K ﹤0.01%
40
389
$1K ﹤0.01%
+20
390
$1K ﹤0.01%
14
391
$1K ﹤0.01%
70
392
$1K ﹤0.01%
32
393
$1K ﹤0.01%
51
394
$1K ﹤0.01%
2,000
395
$1K ﹤0.01%
45
396
$1K ﹤0.01%
44
397
$1K ﹤0.01%
+45
398
– –
-1,105
399
– –
-1,910
400
– –
-60
13 14 15
16
17