HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.7K 0.01%
353
-18,214
227
$26.6K 0.01%
665
-372
228
$26.2K 0.01%
275
229
$25.8K 0.01%
363
230
$25.1K 0.01%
14,000
231
$24.6K 0.01%
1,124
232
$24.3K 0.01%
55
-11
233
$24.2K 0.01%
496
234
$24.2K 0.01%
466
235
$23.9K 0.01%
355
236
$23.7K 0.01%
85
-36
237
$23.5K 0.01%
196
-18
238
$23K 0.01%
58
239
$22.7K 0.01%
213
-97
240
$22.4K 0.01%
100
-150
241
$22.4K 0.01%
1,952
242
$22.4K 0.01%
500
243
$22K 0.01%
420
244
$21.9K 0.01%
318
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245
$21.5K 0.01%
848
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246
$20.8K 0.01%
314
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247
$20.2K 0.01%
301
+5
248
$20K 0.01%
+300
249
$19.8K 0.01%
187
250
$19.3K 0.01%
136
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10
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