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
151
$96.7K 0.03%
2,000
152
$95.5K 0.03%
1,607
-557
153
$92.1K 0.02%
1,068
154
$90.4K 0.02%
444
-14
155
$87.5K 0.02%
1,786
-1,220
156
$87.5K 0.02%
1,177
-650
157
$84.4K 0.02%
3,200
-1,800
158
$84.2K 0.02%
500
159
$83.1K 0.02%
674
+478
160
$79.4K 0.02%
642
-333
161
$78.8K 0.02%
239
-33
162
$77.9K 0.02%
300
163
$77.6K 0.02%
278
164
$77.6K 0.02%
2,000
165
$74.2K 0.02%
928
-292
166
$73.2K 0.02%
721
167
$72.8K 0.02%
1,950
+4
168
$71.8K 0.02%
107
169
$68.3K 0.02%
440
170
$67.9K 0.02%
1,500
-750
171
$63.4K 0.02%
595
172
$62.6K 0.02%
94
+39
173
$62.4K 0.02%
258
174
$62.4K 0.02%
740
-21
175
$61.5K 0.02%
2,683
5 6
7
8 9