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
176
$105K 0.03%
1,833
177
$102K 0.03%
898
178
$98K 0.03%
5,700
179
$93K 0.03%
1,940
180
$93K 0.03%
6,800
181
$91K 0.03%
283
182
$90K 0.03%
718
183
$89K 0.03%
1,243
-1,093
184
$88K 0.03%
1,900
185
$88K 0.03%
1,000
186
$87K 0.03%
2,078
187
$86K 0.03%
1,800
188
$84K 0.03%
2,050
189
$84K 0.03%
2,260
-2,323
190
$83K 0.03%
1,018
-212
191
$76K 0.02%
1,801
-513
192
$75K 0.02%
150
193
$72K 0.02%
1,212
194
$72K 0.02%
670
195
$72K 0.02%
1,971
196
$70K 0.02%
1,000
197
$69K 0.02%
177
198
$64K 0.02%
1,377
199
$62K 0.02%
675
200
$60K 0.02%
7,100
6 7
8
9 10