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
51
$2.92M 0.6%
32,389
-58
52
$2.83M 0.58%
9,508
-102
53
$2.8M 0.57%
38,029
-1,283
54
$2.74M 0.56%
19,279
-169
55
$2.67M 0.55%
4,666
+154
56
$2.65M 0.54%
4,537
-645
57
$2.62M 0.53%
19,903
58
$2.6M 0.53%
18,616
-55
59
$2.54M 0.52%
20,963
60
$2.37M 0.48%
49,600
+1,011
61
$2.35M 0.48%
20,728
-5,755
62
$2.33M 0.48%
45,659
63
$2.31M 0.47%
4,471
64
$2.31M 0.47%
71,565
-231
65
$2.3M 0.47%
13,330
-1,100
66
$2.28M 0.47%
44,988
-1,242
67
$2.25M 0.46%
6,953
+16
68
$2.18M 0.44%
34,597
-368
69
$2.18M 0.44%
17,227
-264
70
$2.16M 0.44%
35,513
-1,009
71
$2.14M 0.44%
26,000
72
$2.11M 0.43%
9,529
73
$2.1M 0.43%
13,465
-295
74
$2.1M 0.43%
18,183
-171
75
$2.02M 0.41%
11,626
+1,177
1 2
3
4 5