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
76
$896K 0.24%
2,696
-560
77
$871K 0.23%
17,488
78
$834K 0.22%
6,707
-884
79
$819K 0.22%
10,865
-377
80
$804K 0.21%
9,128
-148
81
$802K 0.21%
20,455
+2,726
82
$790K 0.21%
1,628
-125
83
$780K 0.21%
1,274
+240
84
$753K 0.2%
2,762
+321
85
$741K 0.2%
3,904
-3,490
86
$738K 0.2%
1,229
+18
87
$718K 0.19%
1,533
+1
88
$713K 0.19%
1,594
-11
89
$689K 0.18%
1,632
90
$682K 0.18%
894
91
$661K 0.18%
11,069
-17
92
$653K 0.17%
7,066
93
$649K 0.17%
2,157
94
$638K 0.17%
3,000
95
$623K 0.17%
13,812
-4,221
96
$582K 0.15%
1,916
-65
97
$536K 0.14%
6,400
-3,027
98
$533K 0.14%
10,436
-44
99
$532K 0.14%
5,815
-519
100
$516K 0.14%
3,872
2 3
4
5 6