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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
370
277
$13K ﹤0.01%
240
-240
278
$13K ﹤0.01%
354
+154
279
$13K ﹤0.01%
100
280
$13K ﹤0.01%
175
281
$13K ﹤0.01%
173
282
$12K ﹤0.01%
119
283
$12K ﹤0.01%
1,124
284
$12K ﹤0.01%
117
285
$12K ﹤0.01%
877
-950
286
$12K ﹤0.01%
235
287
$12K ﹤0.01%
+400
288
$12K ﹤0.01%
316
+111
289
$12K ﹤0.01%
505
290
$12K ﹤0.01%
80
291
$11K ﹤0.01%
98
-127
292
$11K ﹤0.01%
122
293
$11K ﹤0.01%
50
294
$11K ﹤0.01%
250
295
$11K ﹤0.01%
55
296
$11K ﹤0.01%
420
297
$10K ﹤0.01%
124
298
$10K ﹤0.01%
550
299
$10K ﹤0.01%
60
300
$10K ﹤0.01%
58
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