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
76
$1.41M 0.44%
11,755
-1,611
77
$1.39M 0.43%
28,418
+752
78
$1.37M 0.43%
44,567
-117
79
$1.36M 0.43%
17,900
80
$1.32M 0.41%
10,286
+1
81
$1.31M 0.41%
44,535
-674
82
$1.3M 0.41%
21,577
-443
83
$1.22M 0.38%
14,377
-10
84
$1.22M 0.38%
3,697
-165
85
$1.22M 0.38%
14,560
+1,430
86
$1.2M 0.38%
18,470
87
$1.18M 0.37%
41,948
-2,300
88
$1.18M 0.37%
5,000
89
$1.18M 0.37%
3,996
+68
90
$1.15M 0.36%
21,005
-421
91
$1.14M 0.36%
24,484
+1,233
92
$1.1M 0.34%
20,000
93
$1.09M 0.34%
21,855
-24
94
$1.04M 0.33%
5,095
-560
95
$1.03M 0.32%
6,100
96
$1.02M 0.32%
25,680
+4,941
97
$1M 0.31%
5,600
98
$989K 0.31%
4,300
99
$960K 0.3%
40,469
-1,407
100
$923K 0.29%
31,695
+2
2 3
4
5 6