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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.9K ﹤0.01%
130
277
$10.6K ﹤0.01%
35
278
$9.82K ﹤0.01%
80
279
$9.58K ﹤0.01%
231
-37
280
$9.2K ﹤0.01%
55
281
$8.85K ﹤0.01%
175
282
$8.55K ﹤0.01%
50
283
$8.21K ﹤0.01%
58
284
$8.05K ﹤0.01%
500
285
$8.03K ﹤0.01%
722
286
$8.03K ﹤0.01%
1,250
287
$8.01K ﹤0.01%
298
-57
288
$7.68K ﹤0.01%
270
-940
289
$7.58K ﹤0.01%
114
290
$7.57K ﹤0.01%
124
291
$7.56K ﹤0.01%
217
292
$7.55K ﹤0.01%
+300
293
$7.54K ﹤0.01%
200
294
$7.19K ﹤0.01%
186
-113
295
$7.18K ﹤0.01%
12
296
$7.16K ﹤0.01%
1,000
297
$6.96K ﹤0.01%
100
298
$6.92K ﹤0.01%
550
299
$6.38K ﹤0.01%
298
+1
300
$6.37K ﹤0.01%
598
10 11
12
13 14