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
51
$1.81M 0.69%
12,165
52
$1.81M 0.69%
26,000
53
$1.81M 0.69%
13,092
-60
54
$1.79M 0.69%
57,684
+9,235
55
$1.74M 0.66%
15,000
56
$1.66M 0.63%
17,245
+405
57
$1.63M 0.62%
7,395
-19
58
$1.61M 0.61%
17,581
+1,354
59
$1.6M 0.61%
35,000
60
$1.53M 0.58%
26,988
+232
61
$1.49M 0.57%
10,020
62
$1.46M 0.56%
16,922
-3,165
63
$1.42M 0.54%
21,234
-5,330
64
$1.39M 0.53%
63,697
-958
65
$1.37M 0.52%
97,580
-120
66
$1.37M 0.52%
20,000
67
$1.34M 0.51%
7,061
+352
68
$1.33M 0.51%
10,119
+1,781
69
$1.33M 0.51%
61,495
+3,600
70
$1.31M 0.5%
20,959
-3,090
71
$1.28M 0.49%
26,586
-5,830
72
$1.24M 0.48%
13,464
+434
73
$1.2M 0.46%
39,728
-14,500
74
$1.2M 0.46%
36,610
+6,542
75
$1.18M 0.45%
10,831
+1,835
1 2
3
4 5