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
251
$32.1K 0.01%
396
+121
252
$31.6K 0.01%
277
253
$31.3K 0.01%
672
254
$31K 0.01%
958
+306
255
$30.4K 0.01%
43
256
$30.4K 0.01%
388
+140
257
$30.3K 0.01%
388
+128
258
$29.6K 0.01%
180
+71
259
$28.7K 0.01%
973
+330
260
$28.5K 0.01%
323
+83
261
$27.3K 0.01%
744
262
$27.2K 0.01%
200
263
$26.1K 0.01%
116
+44
264
$25.8K 0.01%
184
-213
265
$25.7K 0.01%
917
-903
266
$25K 0.01%
978
+359
267
$24.3K 0.01%
744
+182
268
$24.1K 0.01%
510
-117
269
$23.2K 0.01%
420
270
$22.8K 0.01%
700
271
$22.5K 0.01%
400
272
$22K 0.01%
8,415
273
$21.5K ﹤0.01%
1,250
274
$20.1K ﹤0.01%
350
275
$19.7K ﹤0.01%
1,087
9 10
11
12 13