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
326
$1.82K ﹤0.01%
24
-90
327
$1.78K ﹤0.01%
18
328
$1.54K ﹤0.01%
28
329
$1.53K ﹤0.01%
11
-40,000
330
$1.52K ﹤0.01%
50
331
$1.49K ﹤0.01%
40
-9
332
$1.24K ﹤0.01%
65
333
$1.21K ﹤0.01%
55
334
$1.19K ﹤0.01%
29
335
$1.05K ﹤0.01%
75
336
$1K ﹤0.01%
50
337
$780 ﹤0.01%
10
338
$732 ﹤0.01%
65
339
$681 ﹤0.01%
415
340
$334 ﹤0.01%
16
341
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342
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5
343
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344
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2
345
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+10
346
$134 ﹤0.01%
1
347
$130 ﹤0.01%
32
348
– –
-2,560
349
– –
-6,833
350
– –
-16,000
11 12 13
14
15