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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Sells

1 +$734K
2 +$392K
3 +$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.8M 1.16%
58,075
-80
27
$4.74M 1.14%
16,600
28
$4.62M 1.11%
22,040
29
$4.49M 1.08%
200,481
-1,546
30
$4.42M 1.07%
87,892
+10,169
31
$4.34M 1.05%
43,834
-130
32
$4.32M 1.04%
30,920
+400
33
$4.28M 1.03%
19,301
+64
34
$4.27M 1.03%
14,903
35
$4.19M 1.01%
15,322
-128
36
$4.07M 0.98%
25,100
+100
37
$4.07M 0.98%
48,000
38
$4.06M 0.98%
82,495
-4,993
39
$3.85M 0.93%
45,300
+128
40
$3.7M 0.89%
10,473
-119
41
$3.68M 0.89%
36,316
-547
42
$3.59M 0.87%
49,131
-442
43
$3.51M 0.85%
76,500
44
$3.45M 0.83%
28,041
-371
45
$3.38M 0.81%
41,167
+105
46
$3.35M 0.81%
15,796
+3
47
$3.33M 0.8%
53,042
+145
48
$3.31M 0.8%
20,280
+140
49
$3.28M 0.79%
17,874
+1
50
$3.25M 0.78%
29,605
+12,079