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
101
$1.3M 0.27%
16,122
102
$1.3M 0.27%
12,496
-99
103
$1.27M 0.26%
28,298
-962
104
$1.27M 0.26%
3,657
105
$1.21M 0.25%
17,987
+3,970
106
$1.1M 0.22%
21,268
-953
107
$1.1M 0.22%
24,277
+3
108
$1M 0.2%
6,042
+7
109
$962K 0.2%
17,615
+10
110
$954K 0.2%
7,000
111
$950K 0.19%
32,645
112
$949K 0.19%
18,620
+7,562
113
$884K 0.18%
3,258
114
$871K 0.18%
17,488
115
$843K 0.17%
16,878
+1,482
116
$842K 0.17%
6,000
117
$831K 0.17%
20,500
118
$762K 0.16%
12,969
119
$762K 0.16%
22,504
-728
120
$745K 0.15%
7,476
+1,618
121
$682K 0.14%
2,805
122
$679K 0.14%
9,447
-961
123
$644K 0.13%
10,176
124
$634K 0.13%
1,632
125
$596K 0.12%
+12,050
3 4
5
6 7