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
126
$235K 0.06%
3,219
+1,655
127
$226K 0.06%
6,749
-1,940
128
$225K 0.06%
2,000
129
$204K 0.05%
631
130
$203K 0.05%
1,500
131
$202K 0.05%
4,000
132
$192K 0.05%
1,050
-100
133
$180K 0.05%
4,087
-47
134
$174K 0.05%
2,639
135
$166K 0.04%
1,742
136
$164K 0.04%
6,429
-100
137
$158K 0.04%
2,314
138
$157K 0.04%
5,570
139
$153K 0.04%
918
+10
140
$145K 0.04%
2,029
141
$140K 0.04%
2,600
-297
142
$130K 0.03%
3,000
143
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144
$125K 0.03%
3,754
145
$123K 0.03%
380
146
$119K 0.03%
412
147
$119K 0.03%
1,439
-109
148
$116K 0.03%
1,182
149
$111K 0.03%
2,605
-5,000
150
$107K 0.03%
547
4 5
6
7 8