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
251
$18.6K 0.01%
126
252
$18.2K 0.01%
93
-1
253
$17.9K ﹤0.01%
135
254
$17.5K ﹤0.01%
166
-6
255
$16.6K ﹤0.01%
117
256
$15.9K ﹤0.01%
380
257
$15.9K ﹤0.01%
200
258
$15.8K ﹤0.01%
300
259
$15.7K ﹤0.01%
136
260
$15.1K ﹤0.01%
700
261
$15K ﹤0.01%
68
262
$14.7K ﹤0.01%
346
263
$14.6K ﹤0.01%
110
264
$14.4K ﹤0.01%
255
265
$14.4K ﹤0.01%
50
266
$14.4K ﹤0.01%
235
267
$14K ﹤0.01%
40
268
$13.8K ﹤0.01%
185
-15
269
$13.7K ﹤0.01%
1,800
270
$13.3K ﹤0.01%
175
271
$13.3K ﹤0.01%
1,175
272
$13K ﹤0.01%
110
273
$12.9K ﹤0.01%
176
-10,000
274
$12.7K ﹤0.01%
353
275
$12.7K ﹤0.01%
100
9 10
11
12 13