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
$313M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.41M
3
+$3.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.27M
5
AMZN icon
Amazon
AMZN
+$1.57M

Top Sells

1
+$4.98M
2
+$1.3M
3
+$1.09M
4
MPC icon
Marathon Petroleum
MPC
+$903K
5
WFC icon
Wells Fargo
WFC
+$863K

Sector Composition

1 Industrials 14.72%
2 Technology 14%
3 Healthcare 10.92%
4 Consumer Staples 10.22%
5 Financials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.13%
18,285
+4,885
27
$3.52M 1.12%
12,633
-177
28
$3.45M 1.1%
16,082
29
$3.39M 1.08%
41,745
+3,324
30
$3.33M 1.06%
21,208
-489
31
$3.25M 1.04%
25,697
+418
32
$3.18M 1.01%
43,057
+4,061
33
$3M 0.96%
49,655
+8,036
34
$2.91M 0.93%
16,600
35
$2.88M 0.92%
48,000
36
$2.85M 0.91%
48,503
-1,045
37
$2.83M 0.9%
31,747
+480
38
$2.81M 0.9%
230,400
-35,939
39
$2.65M 0.85%
15,688
+4,159
40
$2.63M 0.84%
42,628
-21,045
41
$2.62M 0.84%
19,000
+11,380
42
$2.61M 0.83%
50,999
+4,620
43
$2.56M 0.82%
57,331
+11,451
44
$2.5M 0.8%
35,340
+6,760
45
$2.5M 0.8%
76,500
46
$2.45M 0.78%
14,900
47
$2.33M 0.74%
26,000
48
$2.29M 0.73%
18,019
-250
49
$2.28M 0.73%
35,112
+1,856
50
$2.25M 0.72%
9,920
+2,748
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