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
326
$5.8K ﹤0.01%
300
327
$5.77K ﹤0.01%
35
328
$5.5K ﹤0.01%
37
+2
329
$5.37K ﹤0.01%
353
330
$5.22K ﹤0.01%
720
331
$4.7K ﹤0.01%
376
332
$4.54K ﹤0.01%
105
333
$4.32K ﹤0.01%
8
334
$4.32K ﹤0.01%
119
335
$4.21K ﹤0.01%
50
336
$4.18K ﹤0.01%
10
337
$4.14K ﹤0.01%
39
338
$4.02K ﹤0.01%
56
+5
339
$3.96K ﹤0.01%
20
340
$3.85K ﹤0.01%
4
341
$3.84K ﹤0.01%
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342
$3.83K ﹤0.01%
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$3.79K ﹤0.01%
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344
$3.64K ﹤0.01%
43
345
$3.55K ﹤0.01%
297
346
$3.38K ﹤0.01%
50
347
$3.3K ﹤0.01%
100
348
$3.27K ﹤0.01%
29
349
$3K ﹤0.01%
65
350
$2.95K ﹤0.01%
100
12 13
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