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
176
$119K 0.02%
1,207
177
$118K 0.02%
2,600
178
$117K 0.02%
1,800
179
$117K 0.02%
5,000
180
$115K 0.02%
1,305
181
$115K 0.02%
1,284
182
$112K 0.02%
629
-85
183
$110K 0.02%
4,486
+807
184
$104K 0.02%
2,231
+624
185
$102K 0.02%
2,679
-239
186
$95.8K 0.02%
919
+61
187
$94K 0.02%
3,755
188
$87.3K 0.02%
1,940
189
$84.7K 0.02%
300
190
$82.7K 0.02%
2,493
+80
191
$80.4K 0.02%
525
+13
192
$80.3K 0.02%
500
193
$78.3K 0.02%
458
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194
$77.9K 0.02%
1,495
-48
195
$75.8K 0.02%
971
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196
$75.5K 0.02%
1,206
197
$70K 0.01%
626
198
$69K 0.01%
1,374
+118
199
$68.3K 0.01%
2,320
200
$66K 0.01%
115
6 7
8
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