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
176
$58.7K 0.02%
139
177
$57K 0.02%
131
+73
178
$54.3K 0.01%
608
179
$53.2K 0.01%
900
180
$53K 0.01%
376
181
$52K 0.01%
692
182
$51.3K 0.01%
471
-1
183
$51.2K 0.01%
1,944
+107
184
$48.9K 0.01%
600
185
$48.4K 0.01%
508
186
$47.9K 0.01%
202
187
$47.5K 0.01%
160
188
$46.9K 0.01%
94
189
$45.9K 0.01%
500
190
$45.8K 0.01%
1,618
191
$45.7K 0.01%
412
192
$45.6K 0.01%
930
-9
193
$45.6K 0.01%
100
194
$45.4K 0.01%
458
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195
$44.7K 0.01%
137
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196
$44.2K 0.01%
191
197
$41.8K 0.01%
300
198
$41.7K 0.01%
244
199
$41.7K 0.01%
420
200
$41.5K 0.01%
1,824
+579
6 7
8
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