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
126
$353K 0.11%
6,265
+647
127
$331K 0.1%
3,500
128
$325K 0.1%
1,100
129
$311K 0.1%
3,025
130
$302K 0.09%
2,000
131
$291K 0.09%
4,222
132
$289K 0.09%
1,641
133
$284K 0.09%
48,360
134
$281K 0.09%
12,100
135
$269K 0.08%
1,263
+13
136
$257K 0.08%
15,223
137
$256K 0.08%
2,246
-340
138
$249K 0.08%
9,629
139
$243K 0.08%
1,656
+2
140
$241K 0.08%
6,397
+859
141
$241K 0.08%
+4,000
142
$239K 0.07%
4,301
-100
143
$239K 0.07%
4,044
144
$227K 0.07%
1,000
145
$227K 0.07%
35,000
+5,000
146
$225K 0.07%
4,275
147
$221K 0.07%
1,662
148
$220K 0.07%
4,100
149
$220K 0.07%
6,695
+15
150
$220K 0.07%
8,300
4 5
6
7 8