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
$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
126
$590K 0.12%
33,940
127
$582K 0.12%
8,200
+120
128
$575K 0.12%
6,000
129
$547K 0.11%
2,000
130
$546K 0.11%
1,034
131
$542K 0.11%
9,595
132
$533K 0.11%
8,798
-18,106
133
$530K 0.11%
1,412
134
$493K 0.1%
999
-164
135
$474K 0.1%
971
+7
136
$467K 0.1%
27,863
137
$449K 0.09%
3,000
138
$436K 0.09%
27,134
139
$430K 0.09%
11,500
140
$407K 0.08%
3,478
141
$407K 0.08%
2,157
142
$384K 0.08%
16,373
-11,935
143
$331K 0.07%
1,727
+2
144
$327K 0.07%
4,000
145
$295K 0.06%
4,000
146
$291K 0.06%
4,894
-289
147
$287K 0.06%
2,800
148
$283K 0.06%
1,082
+17
149
$271K 0.06%
2,303
150
$256K 0.05%
1,833
4 5
6
7 8