HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.9K 0.01%
400
227
$32.6K 0.01%
721
-173
228
$32.1K 0.01%
8,415
229
$31.7K 0.01%
323
230
$31.6K 0.01%
200
231
$31.1K 0.01%
629
232
$30.7K 0.01%
789
233
$30.1K 0.01%
75
234
$28.9K 0.01%
232
235
$28.6K 0.01%
700
236
$28.3K 0.01%
400
237
$27K 0.01%
1,225
-1,137
238
$25K 0.01%
540
239
$24.9K 0.01%
184
240
$24.4K 0.01%
744
241
$24.3K 0.01%
860
-244
242
$23.4K 0.01%
361
+32
243
$20.3K 0.01%
300
244
$20.1K 0.01%
400
-45
245
$19.7K 0.01%
207
246
$19.7K 0.01%
642
247
$19.3K 0.01%
450
248
$19.2K 0.01%
420
249
$18.3K ﹤0.01%
66
-45
250
$18.1K ﹤0.01%
732
8 9
10
11 12