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
$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
26
$5.54M 1.13%
48,580
-1,083
27
$5.47M 1.12%
31,566
-599
28
$5.36M 1.1%
31,455
+1,496
29
$5.33M 1.09%
32,883
-921
30
$5.17M 1.06%
30,391
-407
31
$5.05M 1.03%
138,554
-3,251
32
$4.99M 1.02%
11,952
33
$4.95M 1.01%
73,605
-251
34
$4.94M 1.01%
25,000
35
$4.54M 0.93%
37,498
-1,284
36
$4.5M 0.92%
46,786
+5,445
37
$4.32M 0.88%
62,922
+1,824
38
$4.32M 0.88%
15,705
+591
39
$4.2M 0.86%
15,116
-926
40
$4.12M 0.84%
16,587
41
$4.08M 0.83%
14,738
-174
42
$4.06M 0.83%
48,000
43
$3.89M 0.79%
23,256
+981
44
$3.87M 0.79%
8,399
-11
45
$3.72M 0.76%
17,988
-5
46
$3.66M 0.75%
92,808
-153
47
$3.61M 0.74%
76,500
48
$3.53M 0.72%
93,553
49
$3.53M 0.72%
18,922
-213
50
$2.95M 0.6%
11,986
-90
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