HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
SPDR 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
351
$3K ﹤0.01%
44
352
$3K ﹤0.01%
50
353
$3K ﹤0.01%
200
354
$3K ﹤0.01%
25
355
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30
356
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39
-21
357
$3K ﹤0.01%
25
358
$3K ﹤0.01%
60
359
$3K ﹤0.01%
353
360
$3K ﹤0.01%
14
361
$3K ﹤0.01%
376
362
$2K ﹤0.01%
+50
363
$2K ﹤0.01%
114
364
$2K ﹤0.01%
55
365
$2K ﹤0.01%
100
366
$2K ﹤0.01%
127
367
$2K ﹤0.01%
+35
368
$2K ﹤0.01%
6
369
$2K ﹤0.01%
50
370
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+100
371
$2K ﹤0.01%
110
-500
372
$2K ﹤0.01%
20
373
$2K ﹤0.01%
+100
374
$2K ﹤0.01%
+100
375
$2K ﹤0.01%
150
12 13 14
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