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
$320M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$319K
3
+$241K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$218K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$196K

Top Sells

1
+$655K
2
+$422K
3
+$388K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$311K
5
FSP
Franklin Street Properties
FSP
+$311K

Sector Composition

1 Industrials 16.64%
2 Technology 12.3%
3 Healthcare 11.28%
4 Financials 11.16%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 1.13%
24,550
-255
27
$3.56M 1.11%
42,965
+509
28
$3.41M 1.07%
76,500
29
$3.39M 1.06%
16,082
30
$3.36M 1.05%
62,909
+2,637
31
$3.22M 1.01%
16,600
32
$3.22M 1.01%
37,111
+8,282
33
$3.15M 0.99%
12,887
-19
34
$3.05M 0.95%
43,735
-1,102
35
$3M 0.94%
55,678
+1,375
36
$2.98M 0.93%
15,886
+728
37
$2.91M 0.91%
48,000
38
$2.89M 0.9%
16,926
-8
39
$2.68M 0.84%
48,579
-752
40
$2.67M 0.83%
43,664
+845
41
$2.61M 0.82%
117,800
-1,700
42
$2.58M 0.81%
34,713
-3,471
43
$2.52M 0.79%
41,028
-120
44
$2.51M 0.78%
63,149
+1,604
45
$2.37M 0.74%
18,500
46
$2.29M 0.72%
65,034
+615
47
$2.28M 0.71%
75,350
-48
48
$2.25M 0.7%
15,223
49
$2.21M 0.69%
26,000
50
$2.17M 0.68%
12,008
-192
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