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
251
$17.8K ﹤0.01%
239
+2
252
$17.1K ﹤0.01%
264
+3
253
$16.3K ﹤0.01%
1,723
254
$15.7K ﹤0.01%
772
255
$15.5K ﹤0.01%
40
256
$15.2K ﹤0.01%
100
257
$15.1K ﹤0.01%
173
258
$15K ﹤0.01%
100
259
$14.5K ﹤0.01%
255
260
$14.4K ﹤0.01%
5,906
-140
261
$14K ﹤0.01%
119
262
$13.9K ﹤0.01%
1,175
-900
263
$13.7K ﹤0.01%
+1,124
264
$13.6K ﹤0.01%
325
265
$13.6K ﹤0.01%
94
266
$13.5K ﹤0.01%
300
267
$13.3K ﹤0.01%
110
268
$13.1K ﹤0.01%
100
269
$12.5K ﹤0.01%
370
270
$12.2K ﹤0.01%
58
271
$12.2K ﹤0.01%
300
272
$12.2K ﹤0.01%
5,000
273
$11.4K ﹤0.01%
420
274
$11.3K ﹤0.01%
117
275
$11.2K ﹤0.01%
235
9 10
11
12 13