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
$313M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.41M
3
+$3.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.27M
5
AMZN icon
Amazon
AMZN
+$1.57M

Top Sells

1
+$4.98M
2
+$1.3M
3
+$1.09M
4
MPC icon
Marathon Petroleum
MPC
+$903K
5
WFC icon
Wells Fargo
WFC
+$863K

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
176
$70K 0.02%
1,971
177
$68K 0.02%
1,648
-250
178
$65K 0.02%
177
179
$64K 0.02%
2,761
-14,500
180
$63K 0.02%
4,646
-33,173
181
$63K 0.02%
1,500
-1,640
182
$62K 0.02%
357
-300
183
$61K 0.02%
1,800
184
$58K 0.02%
300
185
$56K 0.02%
3,032
-16,483
186
$56K 0.02%
1,801
187
$56K 0.02%
5,000
188
$55K 0.02%
1,000
189
$54K 0.02%
2,280
-1,819
190
$52K 0.02%
1,000
191
$52K 0.02%
1,168
192
$51K 0.02%
963
-13
193
$50K 0.02%
1,377
194
$49K 0.02%
1,400
195
$49K 0.02%
50
196
$48K 0.02%
2,586
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197
$46K 0.01%
500
198
$45K 0.01%
5,326
199
$45K 0.01%
1,360
+66
200
$42K 0.01%
3,046
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