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
251
$35.4K 0.01%
82
+7
252
$34.7K 0.01%
423
+35
253
$34.1K 0.01%
130
+14
254
$34.1K 0.01%
75
255
$33.4K 0.01%
420
+32
256
$33.1K 0.01%
1,186
+208
257
$32.8K 0.01%
43
258
$32.8K 0.01%
196
+16
259
$32.3K 0.01%
+200
260
$31.8K 0.01%
184
261
$31.2K 0.01%
200
262
$28.8K 0.01%
1,250
263
$28.7K 0.01%
420
264
$28.5K 0.01%
744
265
$26.9K 0.01%
824
+80
266
$26K 0.01%
700
267
$25.9K 0.01%
2,200
268
$23.5K 0.01%
400
269
$23.1K ﹤0.01%
484
-26
270
$23K ﹤0.01%
459
-213
271
$22K ﹤0.01%
175
-102
272
$21.2K ﹤0.01%
236
+59
273
$19.9K ﹤0.01%
496
274
$19.3K ﹤0.01%
8,415
275
$18.9K ﹤0.01%
350
9 10
11
12 13