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HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$951K
3
+$774K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$759K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$697K

Top Sells

1
+$4.57M
2
+$4.46M
3
+$3.61M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M
5
GSIG
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.04M

Sector Composition

1 Technology 20.07%
2 Financials 8.11%
3 Industrials 7.28%
4 Consumer Discretionary 5.18%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.09%
24,589
-169
27
$3.91M 1.04%
13,332
-549
28
$3.65M 0.97%
32,413
-383
29
$3.61M 0.96%
32,390
-125
30
$3.56M 0.94%
4,848
+486
31
$3.55M 0.94%
12,694
+410
32
$3.49M 0.92%
78,250
-6,233
33
$3.27M 0.87%
28,561
-7,776
34
$3.26M 0.86%
24,362
-1,177
35
$3.2M 0.85%
16,151
+1,056
36
$3.08M 0.82%
2,858
+173
37
$3.01M 0.8%
12,734
+1,219
38
$2.92M 0.77%
21,062
+2,552
39
$2.84M 0.75%
14,333
-311
40
$2.78M 0.74%
53,884
+7,294
41
$2.63M 0.7%
3,300
42
$2.62M 0.69%
21,830
+420
43
$2.57M 0.68%
9,523
+1,624
44
$2.51M 0.66%
52,442
-21,931
45
$2.47M 0.65%
15,898
-790
46
$2.37M 0.63%
16,376
+1,653
47
$2.32M 0.62%
49,766
-97,533
48
$2.26M 0.6%
44,486
-40,503
49
$2.21M 0.59%
6,407
+465
50
$2.15M 0.57%
34,015
-1,653
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