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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46.1K 0.01%
400
227
$45.6K 0.01%
721
228
$45K 0.01%
294
+38
229
$44.3K 0.01%
300
-166
230
$43.9K 0.01%
342
231
$43.8K 0.01%
799
232
$42.9K 0.01%
2,338
+292
233
$42.3K 0.01%
350
234
$41.5K 0.01%
1,400
235
$40.9K 0.01%
144
+31
236
$40.8K 0.01%
2,114
+426
237
$40.6K 0.01%
418
+23
238
$40.2K 0.01%
3,100
+2,100
239
$39.9K 0.01%
300
+20
240
$39K 0.01%
1,012
+54
241
$38.4K 0.01%
400
242
$38.1K 0.01%
661
+36
243
$38K 0.01%
1,060
+259
244
$37.8K 0.01%
283
245
$37.4K 0.01%
1,010
+37
246
$37.3K 0.01%
509
+113
247
$36.9K 0.01%
1,129
-3,202
248
$35.9K 0.01%
14,468
+1,729
249
$35.8K 0.01%
937
-53,883
250
$35.7K 0.01%
340
+17
8 9
10
11 12