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
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.5K ﹤0.01%
289
277
$11.6K ﹤0.01%
473
-68
278
$11.1K ﹤0.01%
+200
279
$10.9K ﹤0.01%
206
+2
280
$10.2K ﹤0.01%
42
281
$10.1K ﹤0.01%
444
282
$9.95K ﹤0.01%
111
-118
283
$9.83K ﹤0.01%
101
284
$9.34K ﹤0.01%
235
285
$8.85K ﹤0.01%
1,000
-500
286
$8.54K ﹤0.01%
349
+133
287
$8.19K ﹤0.01%
50
288
$8.06K ﹤0.01%
+60
289
$7.58K ﹤0.01%
100
290
$7.28K ﹤0.01%
530
291
$6.79K ﹤0.01%
46
292
$6.72K ﹤0.01%
84
293
$5.55K ﹤0.01%
18
294
$4.76K ﹤0.01%
20
295
$4.73K ﹤0.01%
300
296
$4.45K ﹤0.01%
10
297
$4.33K ﹤0.01%
15
298
$4.29K ﹤0.01%
8
299
$4.25K ﹤0.01%
39
300
$3.85K ﹤0.01%
42
10 11
12
13 14