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
201
$60K 0.02%
5,326
202
$59K 0.02%
1,178
203
$58K 0.02%
300
204
$57K 0.02%
2,510
205
$56K 0.02%
673
206
$55K 0.02%
774
207
$50K 0.02%
1,168
208
$49K 0.02%
600
209
$49K 0.02%
2,549
-748
210
$49K 0.02%
520
211
$48K 0.02%
1,400
212
$48K 0.02%
+149
213
$47K 0.01%
3,600
214
$46K 0.01%
2,560
215
$46K 0.01%
500
216
$45K 0.01%
760
-291
217
$44K 0.01%
3,046
218
$43K 0.01%
5,000
-36,119
219
$43K 0.01%
48,010
220
$43K 0.01%
700
221
$42K 0.01%
900
222
$42K 0.01%
2,415
-127
223
$41K 0.01%
160
224
$40K 0.01%
520
225
$40K 0.01%
466
7 8
9
10 11