HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$607K
5
MTB icon
M&T Bank
MTB
+$211K

Top Sells

1
+$3.02M
2
+$2.13M
3
+$663K
4
PGX icon
Invesco Preferred ETF
PGX
+$347K
5
UNH icon
UnitedHealth
UNH
+$241K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
100
377
$1K ﹤0.01%
10
378
$1K ﹤0.01%
3
379
$1K ﹤0.01%
150
380
$1K ﹤0.01%
200
381
$1K ﹤0.01%
49
382
$1K ﹤0.01%
110
383
$1K ﹤0.01%
114
384
$1K ﹤0.01%
6
385
$1K ﹤0.01%
100
386
– –
-18
387
– –
-316
388
– –
-64
389
– –
-50
390
– –
-10,665
391
– –
-240
392
– –
-35
393
– –
-400
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