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
201
$42K 0.01%
585
202
$41K 0.01%
1,465
203
$41K 0.01%
520
204
$41K 0.01%
160
205
$40K 0.01%
694
-80
206
$39K 0.01%
2,560
207
$38K 0.01%
205
208
$38K 0.01%
200
209
$37K 0.01%
512
210
$37K 0.01%
300
211
$34K 0.01%
3,065
-600
212
$33K 0.01%
640
213
$33K 0.01%
107
214
$33K 0.01%
600
215
$32K 0.01%
645
216
$32K 0.01%
740
217
$32K 0.01%
278
-742
218
$31K 0.01%
115
219
$31K 0.01%
4,800
220
$30K 0.01%
466
221
$30K 0.01%
475
222
$29K 0.01%
2,075
223
$29K 0.01%
246
-245
224
$28K 0.01%
700
225
$27K 0.01%
125
7 8
9
10 11