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
51
$2.23M 0.71%
40,533
+252
52
$2.21M 0.71%
18,412
+2,054
53
$2.08M 0.66%
15,366
+3,864
54
$2.07M 0.66%
37,507
+27,293
55
$2.01M 0.64%
13,473
-234
56
$1.98M 0.63%
15,168
-55
57
$1.96M 0.63%
20,000
58
$1.92M 0.61%
12,190
+40
59
$1.91M 0.61%
21,987
+4,871
60
$1.91M 0.61%
85,910
-2,450
61
$1.89M 0.6%
95,010
62
$1.84M 0.59%
46,904
+25,070
63
$1.84M 0.59%
10,020
64
$1.79M 0.57%
10,016
+8,666
65
$1.76M 0.56%
45,157
-617
66
$1.75M 0.56%
20,000
67
$1.73M 0.55%
7,395
68
$1.67M 0.53%
53,941
-105
69
$1.67M 0.53%
3,833
+750
70
$1.67M 0.53%
58,969
+14,058
71
$1.65M 0.53%
53,985
-163,299
72
$1.62M 0.52%
5,495
+849
73
$1.59M 0.51%
17,052
+3,101
74
$1.58M 0.5%
51,819
-3,324
75
$1.55M 0.5%
29,221
-1,176
1 2
3
4 5