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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

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%
40
377
$1K ﹤0.01%
110
378
$1K ﹤0.01%
100
379
$1K ﹤0.01%
100
380
$1K ﹤0.01%
4
381
$1K ﹤0.01%
100
382
$1K ﹤0.01%
10
383
$1K ﹤0.01%
3
384
$1K ﹤0.01%
150
385
$1K ﹤0.01%
200
386
– –
-18
387
– –
-240
388
– –
-35
389
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-400
390
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-316
391
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-64
392
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-50
393
– –
-10,665
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