HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$4.6M
2
+$4.37M
3
+$3.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$4.93M
2
+$1.31M
3
+$1.09M
4
WFC icon
Wells Fargo
WFC
+$921K
5
MPC icon
Marathon Petroleum
MPC
+$776K

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
1
$12.2M 3.89%
245,308
+64,392
2
$11M 3.52%
54,124
+2,092
3
$7.09M 2.27%
149,967
+1,919
4
$6.96M 2.22%
299,175
-9,390
5
$6.81M 2.18%
74,696
+8,256
6
$6.81M 2.18%
58,993
+7,422
7
$6.4M 2.05%
106,980
+4,490
8
$6.2M 1.98%
36,975
-2,406
9
$5.89M 1.88%
62,594
-3,885
10
$5.77M 1.84%
23,017
+2,729
11
$5.15M 1.65%
40,000
12
$5.1M 1.63%
45,730
+6,733
13
$5.02M 1.61%
54,929
-1,754
14
$4.86M 1.56%
179,041
+45,087
15
$4.76M 1.52%
15,712
+442
16
$4.63M 1.48%
+328,069
17
$4.53M 1.45%
32,239
+1,040
18
$4.41M 1.41%
+88,462
19
$4.31M 1.38%
29,808
-334
20
$4.29M 1.37%
32,448
+3,119
21
$3.89M 1.25%
32,551
+2,162
22
$3.86M 1.24%
36,465
-10
23
$3.85M 1.23%
22,040
24
$3.85M 1.23%
27,247
+266
25
$3.58M 1.14%
70,496
+44,748
1
2 3 4 5