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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$607K
5
MTB icon
M&T Bank
MTB
+$211K

Top Sells

1
+$3.02M
2
+$2.13M
3
+$663K
4
PGX icon
Invesco Preferred ETF
PGX
+$347K
5
UNH icon
UnitedHealth
UNH
+$241K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
48,010
277
$11K ﹤0.01%
119
278
$11K ﹤0.01%
267
279
$11K ﹤0.01%
1,124
280
$11K ﹤0.01%
+300
281
$11K ﹤0.01%
1,250
282
$11K ﹤0.01%
505
283
$10K ﹤0.01%
124
284
$10K ﹤0.01%
117
285
$10K ﹤0.01%
175
286
$10K ﹤0.01%
5,000
287
$9K ﹤0.01%
122
288
$9K ﹤0.01%
58
289
$9K ﹤0.01%
420
290
$9K ﹤0.01%
80
291
$8K ﹤0.01%
500
292
$8K ﹤0.01%
777
-100
293
$8K ﹤0.01%
250
294
$8K ﹤0.01%
55
295
$7K ﹤0.01%
297
+1
296
$7K ﹤0.01%
50
297
$7K ﹤0.01%
80
298
$7K ﹤0.01%
+300
299
$7K ﹤0.01%
550
300
$7K ﹤0.01%
50
10 11
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