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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.3K ﹤0.01%
50
352
$3.22K ﹤0.01%
297
353
$3.21K ﹤0.01%
35
354
$3.21K ﹤0.01%
11
355
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100
356
$3.15K ﹤0.01%
29
357
$3.09K ﹤0.01%
15
-4
358
$2.96K ﹤0.01%
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359
$2.82K ﹤0.01%
25
360
$2.77K ﹤0.01%
100
361
$2.74K ﹤0.01%
+500
362
$2.7K ﹤0.01%
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363
$2.55K ﹤0.01%
29
364
$2.43K ﹤0.01%
2
-2
365
$2.33K ﹤0.01%
30
366
$2.33K ﹤0.01%
13
367
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30
368
$2.21K ﹤0.01%
55
369
$2.2K ﹤0.01%
35
-31
370
$2.19K ﹤0.01%
+15
371
$2.11K ﹤0.01%
114
372
$2.1K ﹤0.01%
100
373
$2.1K ﹤0.01%
49
374
$2.02K ﹤0.01%
6
375
$1.99K ﹤0.01%
50
12 13 14
15
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