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
201
$40.1K 0.01%
252
-554
202
$39.6K 0.01%
215
203
$38.8K 0.01%
528
204
$38.1K 0.01%
1,952
205
$36.8K 0.01%
308
-3
206
$36.5K 0.01%
1,040
-337
207
$35.9K 0.01%
834
+31
208
$35.7K 0.01%
223
209
$33.8K 0.01%
401
+1
210
$33.5K 0.01%
176
+11
211
$31.6K 0.01%
384
+31
212
$30.7K 0.01%
+1,213
213
$30.7K 0.01%
13,759
+2,476
214
$29.7K 0.01%
158
215
$29.3K 0.01%
1,124
216
$28.9K 0.01%
431
-293
217
$28.5K 0.01%
343
+66
218
$27.5K 0.01%
799
219
$27.1K 0.01%
229
+16
220
$27.1K 0.01%
466
221
$27K 0.01%
496
222
$26.1K 0.01%
275
223
$25.7K 0.01%
473
224
$25.6K 0.01%
1,400
225
$25.3K 0.01%
363
7 8
9
10 11