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
301
$3.68K ﹤0.01%
119
302
$3.66K ﹤0.01%
2
-8
303
$3.61K ﹤0.01%
35
-45
304
$3.4K ﹤0.01%
30
305
$3.38K ﹤0.01%
1,450
306
$3.38K ﹤0.01%
20
307
$3.21K ﹤0.01%
114
308
$3.14K ﹤0.01%
10
309
$2.81K ﹤0.01%
6
310
$2.78K ﹤0.01%
900
311
$2.71K ﹤0.01%
55
312
$2.65K ﹤0.01%
297
313
$2.61K ﹤0.01%
25
-665
314
$2.61K ﹤0.01%
29
315
$2.54K ﹤0.01%
98
316
$2.38K ﹤0.01%
35
317
$2.35K ﹤0.01%
2
318
$2.35K ﹤0.01%
30
319
$2.33K ﹤0.01%
55
320
$2.3K ﹤0.01%
19
321
$2.2K ﹤0.01%
813
322
$2.11K ﹤0.01%
31
323
$2.1K ﹤0.01%
4
324
$2.09K ﹤0.01%
100
325
$2.08K ﹤0.01%
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