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
201
$65.1K 0.01%
278
202
$64.9K 0.01%
692
203
$64.4K 0.01%
2,102
204
$64.3K 0.01%
235
205
$62.8K 0.01%
2,000
206
$62K 0.01%
600
207
$61.7K 0.01%
107
208
$60.1K 0.01%
440
209
$59.6K 0.01%
608
210
$59.3K 0.01%
160
211
$57K 0.01%
258
212
$56.1K 0.01%
1,103
+17
213
$52.5K 0.01%
1,341
+8
214
$52.4K 0.01%
232
215
$52K 0.01%
2,560
216
$51.4K 0.01%
432
217
$51.4K 0.01%
473
218
$51K 0.01%
311
219
$49.9K 0.01%
1,050
220
$48.2K 0.01%
535
+49
221
$46.7K 0.01%
873
222
$46.5K 0.01%
1,250
223
$46.2K 0.01%
300
224
$46.1K 0.01%
2,163
+259
225
$45.5K 0.01%
1,400
7 8
9
10 11