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
$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
1
$28.9M 5.9%
598,583
+6,353
2
$22.3M 4.56%
51,857
+2,001
3
$14M 2.86%
60,010
-2,169
4
$13.2M 2.7%
14,894
-17
5
$12.6M 2.58%
14,265
-260
6
$11.9M 2.44%
232,758
+5,686
7
$11.4M 2.34%
54,185
+54
8
$8.76M 1.79%
22,399
+121
9
$8.67M 1.77%
251,105
+297
10
$8.49M 1.73%
20,949
-720
11
$7.78M 1.59%
161,943
+336
12
$7.49M 1.53%
36,086
13
$7.02M 1.43%
34,736
+1,751
14
$6.63M 1.35%
20,000
15
$6.61M 1.35%
11,267
+11
16
$6.34M 1.3%
10,031
+11
17
$6.13M 1.25%
156,613
-2,651
18
$5.9M 1.21%
50,307
-2,971
19
$5.87M 1.2%
28,421
+37
20
$5.86M 1.2%
48,245
+140
21
$5.85M 1.2%
40,011
22
$5.77M 1.18%
22,000
23
$5.66M 1.16%
16,000
24
$5.58M 1.14%
37,922
-1,728
25
$5.58M 1.14%
32,436
-2,120
1
2 3 4 5