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
51
$2.15M 0.67%
16,764
-1,011
52
$2.14M 0.67%
47,572
+2,593
53
$2.1M 0.66%
12,150
-15
54
$2.08M 0.65%
35,000
55
$2.06M 0.64%
10,020
56
$2.05M 0.64%
33,973
-3,084
57
$2.02M 0.63%
54,468
-1,159
58
$1.97M 0.62%
40,935
+3,676
59
$1.96M 0.61%
30,584
+1,072
60
$1.96M 0.61%
7,395
61
$1.96M 0.61%
14,900
62
$1.96M 0.61%
29,280
+1,620
63
$1.92M 0.6%
5,901
-239
64
$1.89M 0.59%
20,000
65
$1.88M 0.59%
95,010
-430
66
$1.86M 0.58%
16,097
-29
67
$1.8M 0.56%
21,191
68
$1.79M 0.56%
16,842
-1,009
69
$1.77M 0.55%
20,000
70
$1.64M 0.51%
7,984
+394
71
$1.55M 0.49%
35,915
-24
72
$1.55M 0.48%
36,017
+1,308
73
$1.54M 0.48%
18,000
74
$1.52M 0.48%
13,687
-140
75
$1.46M 0.46%
12,208
1 2
3
4 5