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
351
$2.91K ﹤0.01%
800
+300
352
$2.87K ﹤0.01%
25
353
$2.87K ﹤0.01%
30
354
$2.84K ﹤0.01%
15
355
$2.66K ﹤0.01%
2
356
$2.63K ﹤0.01%
55
357
$2.45K ﹤0.01%
28
358
$2.4K ﹤0.01%
6
359
$2.39K ﹤0.01%
13
360
$2.3K ﹤0.01%
29
361
$2.28K ﹤0.01%
35
362
$2.17K ﹤0.01%
30
363
$2.13K ﹤0.01%
49
364
$2.1K ﹤0.01%
50
365
$2.08K ﹤0.01%
266
366
$2.08K ﹤0.01%
+100
367
$2.03K ﹤0.01%
100
368
$1.99K ﹤0.01%
35
369
$1.86K ﹤0.01%
114
370
$1.84K ﹤0.01%
19
371
$1.74K ﹤0.01%
100
372
$1.04K ﹤0.01%
18
373
$1.01K ﹤0.01%
+150
374
$951 ﹤0.01%
+100
375
$787 ﹤0.01%
50
13 14
15
16 17