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
326
$6K ﹤0.01%
+50
327
$6K ﹤0.01%
+37
328
$6K ﹤0.01%
100
329
$6K ﹤0.01%
+747
330
$5K ﹤0.01%
175
331
$5K ﹤0.01%
+48
332
$5K ﹤0.01%
65
333
$5K ﹤0.01%
+4
334
$5K ﹤0.01%
600
335
$5K ﹤0.01%
+10
336
$5K ﹤0.01%
70
337
$5K ﹤0.01%
+114
338
$4K ﹤0.01%
40
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+50
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$4K ﹤0.01%
100
341
$4K ﹤0.01%
+13
342
$4K ﹤0.01%
146
+71
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$4K ﹤0.01%
100
344
$4K ﹤0.01%
+50
345
$4K ﹤0.01%
49
346
$4K ﹤0.01%
35
347
$4K ﹤0.01%
70
348
$3K ﹤0.01%
50
349
$3K ﹤0.01%
100
350
$3K ﹤0.01%
376
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