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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K ﹤0.01%
732
252
$17K ﹤0.01%
261
253
$17K ﹤0.01%
300
254
$16K ﹤0.01%
188
255
$16K ﹤0.01%
772
-28
256
$16K ﹤0.01%
+1,212
257
$15K ﹤0.01%
299
-598
258
$15K ﹤0.01%
50
259
$14K ﹤0.01%
99
260
$14K ﹤0.01%
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261
$14K ﹤0.01%
171
262
$14K ﹤0.01%
100
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$14K ﹤0.01%
533
264
$13K ﹤0.01%
110
265
$13K ﹤0.01%
370
266
$13K ﹤0.01%
94
267
$13K ﹤0.01%
250
268
$13K ﹤0.01%
325
269
$13K ﹤0.01%
58
270
$12K ﹤0.01%
100
271
$12K ﹤0.01%
354
272
$12K ﹤0.01%
100
273
$12K ﹤0.01%
235
274
$12K ﹤0.01%
300
275
$12K ﹤0.01%
173
9 10
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