HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
401
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402
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403
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-968
404
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-250
405
– –
-1,300
406
– –
-2,781
407
– –
-376
408
– –
-16,559
409
– –
-7
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