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
376
$1.92K ﹤0.01%
19
+3
377
$1.86K ﹤0.01%
100
378
$1.35K ﹤0.01%
266
-332
379
$1.27K ﹤0.01%
50
380
$1.22K ﹤0.01%
100
381
$893 ﹤0.01%
+18
382
$831 ﹤0.01%
100
383
$765 ﹤0.01%
110
384
$720 ﹤0.01%
10
385
$714 ﹤0.01%
18
386
$541 ﹤0.01%
50
387
$530 ﹤0.01%
286
388
$475 ﹤0.01%
100
389
$263 ﹤0.01%
150
390
$196 ﹤0.01%
5
391
$126 ﹤0.01%
32
392
– –
-44
393
– –
-97
394
– –
-14,938
395
– –
-540
396
– –
-8,300
397
– –
-63,013
398
– –
-44
399
– –
-325
12 13 14 15
16