HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
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 11.3%
4 Financials 11.13%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 3.29%
75,495
-1,566
2
$8.83M 2.76%
287,204
+3,092
3
$8.38M 2.62%
53,138
+268
4
$7.64M 2.39%
316,962
-9,189
5
$7.06M 2.21%
47,465
-2,606
6
$7.03M 2.2%
74,573
-2,768
7
$6.4M 2%
106,957
-2,940
8
$6.17M 1.93%
166,154
-1,564
9
$6.13M 1.92%
42,374
-1,554
10
$5.95M 1.86%
293,758
-1,801
11
$5.55M 1.74%
31,380
-255
12
$5.46M 1.71%
18,590
-935
13
$5.42M 1.7%
62,456
-1,480
14
$5.37M 1.68%
24,605
+81
15
$5.26M 1.64%
71,608
-1,112
16
$5.08M 1.59%
34,858
-629
17
$4.91M 1.54%
40,000
18
$4.4M 1.37%
32,177
-214
19
$4.24M 1.33%
35,220
-619
20
$4.21M 1.32%
36,932
21
$3.98M 1.24%
62,045
+109
22
$3.97M 1.24%
22,090
23
$3.87M 1.21%
28,143
-1,624
24
$3.78M 1.18%
30,276
+308
25
$3.73M 1.17%
27,446
-3,102
1
2 3 4 5