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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
275
227
$42K 0.01%
1,431
-599
228
$40K 0.01%
+400
229
$38K 0.01%
352
+47
230
$37K 0.01%
200
231
$34K 0.01%
707
232
$34K 0.01%
814
233
$33K 0.01%
75
234
$33K 0.01%
789
235
$33K 0.01%
323
236
$31K 0.01%
540
-200
237
$30K 0.01%
744
238
$30K 0.01%
400
239
$29K 0.01%
231
+2
240
$28K 0.01%
+1,225
241
$28K 0.01%
466
242
$28K 0.01%
2,075
243
$28K 0.01%
700
244
$27K 0.01%
420
245
$26K 0.01%
445
246
$25K 0.01%
184
247
$24K 0.01%
115
248
$24K 0.01%
880
249
$22K 0.01%
642
250
$22K 0.01%
40
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10
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