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

Top Buys

1
+$3.27M
2
+$1.84M
3
+$634K
4
ET icon
Energy Transfer Partners
ET
+$469K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$450K

Top Sells

1
+$810K
2
+$739K
3
+$727K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$605K
5
ADP icon
Automatic Data Processing
ADP
+$526K

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%
14
385
$1K ﹤0.01%
2,000
386
$1K ﹤0.01%
45
387
$1K ﹤0.01%
44
388
$1K ﹤0.01%
+45
389
$1K ﹤0.01%
10
390
$1K ﹤0.01%
50
391
$1K ﹤0.01%
40
392
$1K ﹤0.01%
+50
393
$1K ﹤0.01%
40
394
$1K ﹤0.01%
+20
395
$1K ﹤0.01%
70
396
$1K ﹤0.01%
32
397
$1K ﹤0.01%
51
398
– –
-1,453
399
– –
-1,250
400
– –
-1,910
13 14 15
16
17