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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.8K ﹤0.01%
217
277
$18.8K ﹤0.01%
207
278
$18.5K ﹤0.01%
1,124
279
$18.3K ﹤0.01%
100
280
$18.1K ﹤0.01%
1,087
281
$17.9K ﹤0.01%
114
282
$17.7K ﹤0.01%
58
283
$17.6K ﹤0.01%
94
284
$17.5K ﹤0.01%
+96
285
$16.9K ﹤0.01%
1,000
286
$16.3K ﹤0.01%
173
287
$16K ﹤0.01%
110
288
$15.8K ﹤0.01%
255
289
$15.7K ﹤0.01%
300
290
$15.5K ﹤0.01%
186
291
$15.1K ﹤0.01%
119
292
$15K ﹤0.01%
1,723
293
$15K ﹤0.01%
12
294
$14.7K ﹤0.01%
117
295
$14.4K ﹤0.01%
502
296
$14.2K ﹤0.01%
+63
297
$13.7K ﹤0.01%
100
298
$13.7K ﹤0.01%
370
299
$13.6K ﹤0.01%
110
300
$13.5K ﹤0.01%
1,175
10 11
12
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