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
151
$215K 0.07%
6,660
152
$210K 0.07%
1,937
153
$207K 0.06%
2,031
154
$204K 0.06%
7,478
-200
155
$185K 0.06%
1,840
156
$179K 0.06%
5,728
-36
157
$170K 0.05%
3,755
158
$167K 0.05%
1,220
159
$164K 0.05%
1,797
+18
160
$161K 0.05%
2,653
161
$160K 0.05%
11,813
-2,499
162
$148K 0.05%
2,500
163
$147K 0.05%
1,095
+250
164
$143K 0.04%
2,533
-405
165
$141K 0.04%
2,460
166
$133K 0.04%
815
167
$131K 0.04%
1,600
168
$128K 0.04%
1,465
169
$125K 0.04%
2,230
170
$120K 0.04%
1,591
+5
171
$118K 0.04%
4,225
-38
172
$116K 0.04%
3,882
173
$115K 0.04%
3,960
+150
174
$110K 0.03%
2,300
-13,700
175
$106K 0.03%
637
+2
5 6
7
8 9