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
101
$887K 0.28%
4,809
-200
102
$850K 0.27%
4,300
103
$806K 0.26%
6,000
104
$785K 0.25%
30,328
-915
105
$780K 0.25%
7,016
106
$743K 0.24%
18,230
-764
107
$726K 0.23%
39,948
108
$668K 0.21%
29,278
-1,935
109
$652K 0.21%
19,100
110
$617K 0.2%
+27,749
111
$615K 0.2%
14,640
-1,725
112
$488K 0.16%
10,920
+120
113
$481K 0.15%
12,500
114
$471K 0.15%
5,141
+38
115
$467K 0.15%
6,580
116
$464K 0.15%
10,200
117
$459K 0.15%
48,360
118
$455K 0.15%
10,198
-12
119
$427K 0.14%
2,550
120
$414K 0.13%
49,548
+7,400
121
$394K 0.13%
6,000
122
$350K 0.11%
1,183
-200
123
$350K 0.11%
9,358
-24,139
124
$347K 0.11%
12,969
-15
125
$346K 0.11%
2,483
-250
3 4
5
6 7