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
$262M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.84M
3
+$634K
4
ET icon
Energy Transfer Partners
ET
+$469K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$450K

Top Sells

1
+$810K
2
+$739K
3
+$727K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$605K
5
ADP icon
Automatic Data Processing
ADP
+$526K

Sector Composition

1 Industrials 16.65%
2 Healthcare 12.25%
3 Technology 10.43%
4 Consumer Staples 9.97%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$116K 0.04%
1,279
-410
177
$112K 0.04%
815
178
$111K 0.04%
1,600
179
$109K 0.04%
4,300
-2,200
180
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+5,442
181
$103K 0.04%
60
182
$102K 0.04%
350
183
$99K 0.04%
1,833
184
$95K 0.04%
5,004
-8,230
185
$93K 0.04%
3,882
186
$93K 0.04%
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187
$91K 0.03%
2,519
+21
188
$81K 0.03%
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189
$77K 0.03%
6,800
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190
$76K 0.03%
567
191
$76K 0.03%
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192
$74K 0.03%
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193
$74K 0.03%
2,314
194
$72K 0.03%
2,560
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195
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718
196
$70K 0.03%
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197
$69K 0.03%
2,078
198
$67K 0.03%
1,990
199
$65K 0.02%
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200
$64K 0.02%
10,000
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