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
$489M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$855K
2
+$548K
3
+$501K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$384K
5
AMAT icon
Applied Materials
AMAT
+$359K

Top Sells

1
+$1.06M
2
+$933K
3
+$832K
4
MRK icon
Merck
MRK
+$684K
5
AAPL icon
Apple
AAPL
+$484K

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
401
– –
-150
402
– –
-250
403
– –
-70
404
– –
-5
405
– –
-250
406
– –
-65
407
– –
-968
408
– –
-250
409
– –
-1,300
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