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
126
$339K 0.11%
3,561
-116
127
$318K 0.1%
1,286
+14
128
$315K 0.1%
1,641
129
$310K 0.1%
35,035
-400
130
$283K 0.09%
1,000
131
$280K 0.09%
2,000
132
$279K 0.09%
3,500
133
$258K 0.08%
10,062
-33,658
134
$251K 0.08%
3,428
135
$250K 0.08%
+4,897
136
$247K 0.08%
4,000
137
$247K 0.08%
12,105
+5
138
$242K 0.08%
2,470
139
$221K 0.07%
4,320
+20
140
$215K 0.07%
1,660
+2
141
$210K 0.07%
4,000
142
$208K 0.07%
29,264
143
$208K 0.07%
5,549
-716
144
$189K 0.06%
3,025
145
$160K 0.05%
1,600
-340
146
$160K 0.05%
1,840
147
$148K 0.05%
1,662
148
$142K 0.05%
1,500
149
$132K 0.04%
8,300
150
$125K 0.04%
4,032
4 5
6
7 8