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 icon
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
51
$2.02M 0.54%
32,374
-1,237
52
$2.01M 0.53%
39,895
-2,946
53
$1.91M 0.51%
10,296
-2,158
54
$1.85M 0.49%
22,497
-1,210
55
$1.84M 0.49%
13,119
-44
56
$1.8M 0.48%
15,760
-359
57
$1.71M 0.45%
6,064
58
$1.7M 0.45%
8,801
+3
59
$1.66M 0.44%
16,080
-30
60
$1.65M 0.44%
56,107
-6,259
61
$1.57M 0.41%
10,191
+659
62
$1.51M 0.4%
6,021
-158
63
$1.49M 0.39%
36,707
-115,065
64
$1.49M 0.39%
18,976
+10,065
65
$1.48M 0.39%
17,654
-2,461
66
$1.47M 0.39%
6,053
+11
67
$1.41M 0.37%
7,680
-192
68
$1.15M 0.31%
1,520
+297
69
$1.13M 0.3%
5,102
-387
70
$1.1M 0.29%
3,820
71
$1.09M 0.29%
8,603
-1,589
72
$1.06M 0.28%
26,020
-10
73
$1.04M 0.27%
4,796
-56
74
$997K 0.26%
2,805
75
$971K 0.26%
31,045
-1,600
1 2
3
4 5