HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
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 12.27%
3 Technology 10.43%
4 Consumer Staples 9.97%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.21%
24,995
+601
27
$3.06M 1.17%
44,876
-2,424
28
$2.8M 1.07%
22,070
29
$2.78M 1.06%
38,923
+1,647
30
$2.75M 1.05%
154,840
-14,230
31
$2.75M 1.05%
20,958
-4,011
32
$2.69M 1.03%
29,319
+75
33
$2.65M 1.01%
111,144
-15,506
34
$2.61M 1%
39,852
-11,280
35
$2.5M 0.96%
15,701
36
$2.48M 0.95%
16,600
37
$2.28M 0.87%
55,100
-2,108
38
$2.27M 0.87%
16,082
39
$2.26M 0.86%
49,125
+4,676
40
$2.19M 0.84%
13,122
+11,001
41
$2.18M 0.83%
36,918
+293
42
$2.16M 0.82%
43,793
+4,238
43
$2.11M 0.81%
22,335
-3,193
44
$2.09M 0.8%
48,192
45
$2.04M 0.78%
36,322
-3,179
46
$2.02M 0.77%
27,634
+128
47
$1.98M 0.76%
6,134
+36
48
$1.96M 0.75%
48,923
+18
49
$1.93M 0.74%
48,880
+8,456
50
$1.84M 0.7%
20,000
1
2
3 4 5