HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
40
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86
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50
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296
+196
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$8K ﹤0.01%
100
308
$7K ﹤0.01%
103
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10
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836
312
$7K ﹤0.01%
25
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+1,000
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$6K ﹤0.01%
150
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43
+31
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$6K ﹤0.01%
70
317
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+24
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110
+1
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176
321
$6K ﹤0.01%
40
322
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+49
323
$6K ﹤0.01%
675
324
$6K ﹤0.01%
+78
325
$6K ﹤0.01%
+12
11 12
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