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
301
$12.2K ﹤0.01%
231
302
$12.1K ﹤0.01%
428
+2
303
$11.6K ﹤0.01%
200
304
$11.4K ﹤0.01%
500
305
$11.3K ﹤0.01%
175
306
$11.1K ﹤0.01%
300
307
$10.6K ﹤0.01%
40
308
$10.5K ﹤0.01%
35
309
$10.5K ﹤0.01%
20
310
$10.4K ﹤0.01%
272
311
$10.3K ﹤0.01%
33
312
$9.58K ﹤0.01%
200
313
$9.34K ﹤0.01%
444
314
$8.75K ﹤0.01%
235
315
$8.57K ﹤0.01%
15
316
$8.23K ﹤0.01%
378
317
$8.06K ﹤0.01%
300
318
$7.98K ﹤0.01%
+52
319
$7.82K ﹤0.01%
50
320
$7.77K ﹤0.01%
130
321
$7.72K ﹤0.01%
100
322
$6.53K ﹤0.01%
216
323
$6.28K ﹤0.01%
+100
324
$6.22K ﹤0.01%
+85
325
$5.85K ﹤0.01%
300
-300
11 12
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