HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$4.6M
2
+$4.37M
3
+$3.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$4.93M
2
+$1.31M
3
+$1.09M
4
WFC icon
Wells Fargo
WFC
+$921K
5
MPC icon
Marathon Petroleum
MPC
+$776K

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
151
$123K 0.04%
2,500
152
$121K 0.04%
2,262
153
$119K 0.04%
3,499
-802
154
$119K 0.04%
3,755
155
$118K 0.04%
2,340
-400
156
$116K 0.04%
4,961
+33
157
$113K 0.04%
9,751
-1,472
158
$107K 0.03%
2,300
159
$102K 0.03%
2,653
160
$102K 0.03%
283
161
$99K 0.03%
1,080
+80
162
$96K 0.03%
1,137
+100
163
$96K 0.03%
4,225
164
$95K 0.03%
4,035
-5,594
165
$94K 0.03%
718
166
$93K 0.03%
1,940
167
$92K 0.03%
640
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168
$91K 0.03%
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169
$84K 0.03%
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170
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171
$82K 0.03%
1,650
-375
172
$81K 0.03%
262
173
$78K 0.03%
1,068
174
$78K 0.03%
2,078
175
$74K 0.02%
1,000
5 6
7
8 9