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
301
$12.4K ﹤0.01%
272
-1
302
$12.4K ﹤0.01%
55
303
$12.2K ﹤0.01%
+1,000
304
$11.2K ﹤0.01%
100
305
$11.1K ﹤0.01%
300
306
$10.9K ﹤0.01%
366
307
$10.8K ﹤0.01%
200
308
$10.6K ﹤0.01%
321
309
$10.3K ﹤0.01%
426
+2
310
$10.2K ﹤0.01%
500
311
$10.1K ﹤0.01%
231
312
$9.8K ﹤0.01%
+20
313
$9.31K ﹤0.01%
175
314
$9.15K ﹤0.01%
235
315
$8.99K ﹤0.01%
33
316
$8.95K ﹤0.01%
444
317
$8.34K ﹤0.01%
600
318
$8.26K ﹤0.01%
35
319
$8.25K ﹤0.01%
200
320
$8.02K ﹤0.01%
130
321
$8.02K ﹤0.01%
31
322
$7.96K ﹤0.01%
50
323
$7.86K ﹤0.01%
378
324
$7.79K ﹤0.01%
100
325
$7.72K ﹤0.01%
15
11 12
13
14 15