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
76
$1.14M 0.44%
27,252
-4,966
77
$1.13M 0.43%
18,000
78
$1.09M 0.42%
22,057
79
$1.09M 0.42%
44,248
80
$1.09M 0.42%
16,441
+640
81
$1.07M 0.41%
28,372
+5,357
82
$1.07M 0.41%
17,900
83
$1.07M 0.41%
31,340
+9,103
84
$1.03M 0.39%
15,857
-1,700
85
$1M 0.38%
31,616
+5,087
86
$990K 0.38%
40,184
+14,835
87
$983K 0.38%
14,934
+617
88
$939K 0.36%
18,347
+1,279
89
$931K 0.36%
12,400
-400
90
$929K 0.35%
21,585
+974
91
$909K 0.35%
20,000
-10,000
92
$870K 0.33%
3,494
+158
93
$865K 0.33%
6,100
94
$811K 0.31%
5,065
95
$806K 0.31%
6,000
96
$785K 0.3%
35,585
+8,841
97
$754K 0.29%
14,560
+7,380
98
$751K 0.29%
37,496
-866
99
$722K 0.28%
4,325
+3,800
100
$688K 0.26%
7,050
2 3
4
5 6