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
101
$515K 0.14%
27,563
-300
102
$508K 0.13%
29,766
-4,174
103
$485K 0.13%
2,989
104
$479K 0.13%
5,343
-7,670
105
$477K 0.13%
1,587
106
$475K 0.13%
1,068
107
$474K 0.13%
50,646
108
$474K 0.13%
5,000
-600
109
$472K 0.12%
2,000
110
$453K 0.12%
26,382
111
$442K 0.12%
3,250
-14
112
$439K 0.12%
771
-213
113
$434K 0.12%
950
-1
114
$426K 0.11%
6,417
115
$418K 0.11%
16,853
-3,502
116
$377K 0.1%
11,500
117
$341K 0.09%
4,000
118
$332K 0.09%
5,435
119
$327K 0.09%
532
120
$305K 0.08%
866
121
$294K 0.08%
3,834
+2,483
122
$280K 0.07%
8,594
-75
123
$279K 0.07%
1,833
124
$250K 0.07%
1,338
125
$237K 0.06%
7,540
-1,200
3 4
5
6 7