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
76
$1.49M 0.48%
21,241
+71
77
$1.49M 0.48%
37,272
+8,832
78
$1.45M 0.46%
7,922
+1,705
79
$1.44M 0.46%
64,043
-6,325
80
$1.39M 0.44%
58,483
-3,829
81
$1.33M 0.43%
+23,452
82
$1.33M 0.42%
46,498
-12,351
83
$1.31M 0.42%
25,183
-405
84
$1.29M 0.41%
35,000
85
$1.25M 0.4%
10,802
+420
86
$1.21M 0.39%
5,000
87
$1.19M 0.38%
13,794
+1,764
88
$1.16M 0.37%
30,400
-5,090
89
$1.14M 0.36%
11,182
-4,835
90
$1.12M 0.36%
13,963
+83
91
$1.09M 0.35%
17,600
92
$1.05M 0.34%
25,025
+1,536
93
$1.03M 0.33%
13,594
-400
94
$1.01M 0.32%
23,753
-8,771
95
$984K 0.31%
18,000
96
$983K 0.31%
29,487
+9,084
97
$970K 0.31%
5,600
98
$942K 0.3%
5,021
99
$909K 0.29%
47,809
+5,411
100
$896K 0.29%
12,467
-807
2 3
4
5 6