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
76
$2.02M 0.41%
49,680
-11,211
77
$2.02M 0.41%
50,793
+23
78
$1.93M 0.4%
42,368
-8,296
79
$1.93M 0.39%
8,752
+688
80
$1.92M 0.39%
17,600
81
$1.83M 0.37%
6,758
-62
82
$1.82M 0.37%
31,524
-17,084
83
$1.8M 0.37%
22,368
-198
84
$1.78M 0.36%
6,833
85
$1.77M 0.36%
2,287
+130
86
$1.69M 0.34%
7,000
87
$1.63M 0.33%
3,300
88
$1.61M 0.33%
13,695
-3,256
89
$1.54M 0.32%
17,326
-491
90
$1.54M 0.32%
33,700
91
$1.53M 0.31%
34,134
92
$1.53M 0.31%
10,073
+267
93
$1.53M 0.31%
11,406
+4
94
$1.51M 0.31%
2,440
-142
95
$1.5M 0.31%
35,854
+1,287
96
$1.48M 0.3%
19,100
97
$1.46M 0.3%
8,967
-47
98
$1.45M 0.3%
18,567
+86
99
$1.37M 0.28%
7,672
-129
100
$1.33M 0.27%
4,381
2 3
4
5 6