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
201
$59K 0.02%
150
202
$58K 0.02%
48,010
203
$57K 0.02%
1,000
+450
204
$55K 0.02%
1,971
205
$54K 0.02%
1,377
206
$53K 0.02%
670
207
$52K 0.02%
1,212
208
$52K 0.02%
780
209
$52K 0.02%
700
-317
210
$51K 0.02%
6,600
211
$49K 0.02%
+1,000
212
$48K 0.02%
2,510
213
$48K 0.02%
5,326
214
$48K 0.02%
4,570
+30
215
$48K 0.02%
300
216
$47K 0.02%
774
217
$46K 0.02%
2,670
218
$45K 0.02%
+2,200
219
$45K 0.02%
280
220
$44K 0.02%
600
-1,000
221
$43K 0.02%
1,153
+81
222
$43K 0.02%
820
223
$42K 0.02%
675
224
$41K 0.02%
520
225
$39K 0.01%
1,168
7 8
9
10 11