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
26
$4.25M 1.18%
113,609
+872
27
$4.1M 1.14%
42,695
-1,139
28
$4.02M 1.11%
22,040
29
$3.92M 1.09%
12,002
-80
30
$3.84M 1.07%
25,100
31
$3.79M 1.05%
19,275
-26
32
$3.77M 1.05%
16,600
33
$3.76M 1.04%
27,849
-192
34
$3.72M 1.03%
48,000
35
$3.71M 1.03%
40,791
+246
36
$3.6M 1%
46,736
-2,395
37
$3.57M 0.99%
11,935
38
$3.56M 0.99%
44,559
-741
39
$3.55M 0.98%
38,904
-2,263
40
$3.43M 0.95%
199,173
-1,308
41
$3.41M 0.94%
76,500
42
$3.36M 0.93%
30,760
-160
43
$3.23M 0.89%
34,830
-1,486
44
$3.18M 0.88%
51,267
-1,775
45
$3.18M 0.88%
14,925
-397
46
$2.75M 0.76%
17,875
+1
47
$2.71M 0.75%
9,911
-562
48
$2.68M 0.74%
51,194
49
$2.67M 0.74%
12,715
-78
50
$2.65M 0.73%
19,889
-570
1
2
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