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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.7K 0.01%
160
227
$42.1K 0.01%
400
228
$41.6K 0.01%
799
229
$40.1K 0.01%
1,400
230
$39.5K 0.01%
479
+164
231
$39.1K 0.01%
350
-162
232
$38.9K 0.01%
775
233
$38.3K 0.01%
283
234
$37.9K 0.01%
466
+108
235
$37.4K 0.01%
395
+113
236
$37.1K 0.01%
721
237
$36.5K 0.01%
256
+93
238
$36.1K 0.01%
2,046
+457
239
$35.8K 0.01%
75
240
$35.7K 0.01%
12,739
+4,238
241
$35.4K 0.01%
342
242
$35.2K 0.01%
1,688
+839
243
$33.3K 0.01%
280
+90
244
$33.2K 0.01%
10,000
245
$33.2K 0.01%
801
+176
246
$32.5K 0.01%
113
+41
247
$32.5K 0.01%
2,200
-700
248
$32.5K 0.01%
625
+183
249
$32.2K 0.01%
400
250
$32.1K 0.01%
75
+26
8 9
10
11 12