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
151
$244K 0.05%
48,848
152
$244K 0.05%
1,215
+743
153
$234K 0.05%
2,121
154
$226K 0.05%
1,500
155
$205K 0.04%
1,150
156
$198K 0.04%
380
157
$188K 0.04%
4,399
158
$174K 0.04%
6,000
159
$162K 0.03%
6,897
-2,457
160
$159K 0.03%
1,534
161
$159K 0.03%
7,205
162
$158K 0.03%
1,737
+8
163
$154K 0.03%
908
+1
164
$152K 0.03%
1,548
165
$150K 0.03%
412
166
$139K 0.03%
2,092
167
$139K 0.03%
4,000
-100
168
$136K 0.03%
532
169
$134K 0.03%
2,745
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170
$134K 0.03%
2,198
171
$126K 0.03%
1,160
172
$126K 0.03%
215
+7
173
$123K 0.03%
2,314
174
$122K 0.02%
2,750
+1,500
175
$119K 0.02%
1,836
5 6
7
8 9