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
301
$6.35K ﹤0.01%
183
+83
302
$6.22K ﹤0.01%
278
303
$6.13K ﹤0.01%
675
304
$5.96K ﹤0.01%
25
305
$5.78K ﹤0.01%
4
306
$5.49K ﹤0.01%
19
307
$5.3K ﹤0.01%
33
308
$5.3K ﹤0.01%
66
309
$4.79K ﹤0.01%
15
310
$4.66K ﹤0.01%
60
311
$4.48K ﹤0.01%
40
312
$4.23K ﹤0.01%
48
313
$4.18K ﹤0.01%
353
314
$4.17K ﹤0.01%
42
315
$4.17K ﹤0.01%
40
316
$3.9K ﹤0.01%
19
-6
317
$3.86K ﹤0.01%
600
318
$3.73K ﹤0.01%
105
319
$3.57K ﹤0.01%
86
320
$3.52K ﹤0.01%
39
321
$3.37K ﹤0.01%
50
322
$3.31K ﹤0.01%
300
-100
323
$3.31K ﹤0.01%
297
324
$3.29K ﹤0.01%
65
325
$3.17K ﹤0.01%
40
11 12
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14 15