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
1
$33.3M 8.81%
699,982
+16,441
2
$16.4M 4.35%
64,496
+2,601
3
$16.2M 4.29%
21,687
+2,252
4
$16M 4.23%
320,994
+5,661
5
$13.9M 3.68%
26,796
+409
6
$12.7M 3.35%
67,828
+303
7
$10.2M 2.7%
201,910
-72,612
8
$9.63M 2.55%
186,928
+2,474
9
$9.09M 2.41%
28,806
+513
10
$7.36M 1.95%
26,173
-2,415
11
$7.33M 1.94%
7,923
-54
12
$7.18M 1.9%
35,055
+888
13
$7.02M 1.86%
28,830
+3,318
14
$6.8M 1.8%
155,802
-350
15
$6.23M 1.65%
15,383
+1,037
16
$6.15M 1.63%
66,901
+2,010
17
$5.74M 1.52%
148,471
-934
18
$5.73M 1.52%
78,234
+13,169
19
$5.29M 1.4%
29,479
-1,118
20
$4.97M 1.32%
113,502
+1,918
21
$4.57M 1.21%
9,095
+1,159
22
$4.54M 1.2%
20,670
+2,221
23
$4.47M 1.18%
9,363
-267
24
$4.46M 1.18%
13,061
+1,856
25
$4.45M 1.18%
125,233
-1,124
1
2 3 4 5