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
101
$919K 0.29%
18,216
+4,324
102
$889K 0.28%
9,620
103
$832K 0.26%
19,090
+1,606
104
$821K 0.26%
7,016
+16
105
$778K 0.24%
19,100
106
$691K 0.22%
12,500
107
$679K 0.21%
2,273
108
$673K 0.21%
26,305
+5,209
109
$652K 0.2%
35,435
-1,850
110
$638K 0.2%
12,044
111
$598K 0.19%
10,800
112
$582K 0.18%
10,360
113
$567K 0.18%
6,000
114
$535K 0.17%
5,281
115
$514K 0.16%
7,680
-100
116
$513K 0.16%
2,595
117
$509K 0.16%
7,988
-17
118
$464K 0.15%
3,727
119
$453K 0.14%
2,733
-6
120
$424K 0.13%
10,539
+7,924
121
$392K 0.12%
30,559
-3,764
122
$386K 0.12%
4,827
123
$384K 0.12%
13,000
124
$364K 0.11%
2,550
125
$358K 0.11%
5,860
3 4
5
6 7