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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.6K ﹤0.01%
1,723
-1,377
277
$19.4K ﹤0.01%
496
278
$18.8K ﹤0.01%
207
279
$17K ﹤0.01%
100
280
$16.9K ﹤0.01%
1,124
281
$16.5K ﹤0.01%
502
282
$16.3K ﹤0.01%
94
283
$15.9K ﹤0.01%
217
284
$15.7K ﹤0.01%
58
285
$15.3K ﹤0.01%
110
286
$15K ﹤0.01%
+177
287
$14.7K ﹤0.01%
255
288
$14.6K ﹤0.01%
450
289
$14.5K ﹤0.01%
173
290
$14.3K ﹤0.01%
370
291
$14.2K ﹤0.01%
186
292
$14.1K ﹤0.01%
1,000
293
$14K ﹤0.01%
12
294
$13.8K ﹤0.01%
119
295
$13.6K ﹤0.01%
100
296
$13.5K ﹤0.01%
1,175
297
$13.4K ﹤0.01%
117
298
$12.9K ﹤0.01%
300
299
$12.9K ﹤0.01%
110
300
$12.7K ﹤0.01%
114
10 11
12
13 14