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
326
$3.08K ﹤0.01%
146
327
$3.04K ﹤0.01%
+1,000
328
$2.99K ﹤0.01%
35
-250
329
$2.94K ﹤0.01%
11
-5
330
$2.82K ﹤0.01%
100
331
$2.77K ﹤0.01%
44
332
$2.7K ﹤0.01%
43
333
$2.68K ﹤0.01%
14
334
$2.63K ﹤0.01%
50
335
$2.54K ﹤0.01%
29
-20
336
$2.52K ﹤0.01%
376
337
$2.51K ﹤0.01%
94
338
$2.45K ﹤0.01%
6
-4
339
$2.4K ﹤0.01%
300
340
$2.4K ﹤0.01%
25
341
$2.3K ﹤0.01%
747
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$2.27K ﹤0.01%
25
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$2.24K ﹤0.01%
30
-20
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$2.14K ﹤0.01%
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-19
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$2.07K ﹤0.01%
50
346
$2.05K ﹤0.01%
50
347
$1.9K ﹤0.01%
133
348
$1.83K ﹤0.01%
100
349
$1.81K ﹤0.01%
55
350
$1.79K ﹤0.01%
100
12 13
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15 16