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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.13%
16,000
-50
27
$4.09M 1.08%
16,600
28
$4.07M 1.08%
41,823
+126
29
$4.06M 1.07%
25,100
30
$4.01M 1.06%
48,000
31
$4M 1.06%
16,981
-1,000
32
$3.96M 1.05%
39,251
-1,171
33
$3.9M 1.03%
18,782
-537
34
$3.8M 1%
76,500
35
$3.77M 1%
11,811
-106
36
$3.62M 0.96%
41,676
-3,572
37
$3.62M 0.96%
26,636
-341
38
$3.55M 0.94%
31,987
-2,674
39
$3.39M 0.9%
194,485
-5,956
40
$3.16M 0.84%
47,389
-1,992
41
$3.14M 0.83%
20,000
42
$3.08M 0.81%
+100,384
43
$3.05M 0.81%
9,858
-435
44
$2.99M 0.79%
12,515
-98
45
$2.95M 0.78%
17,876
+1
46
$2.92M 0.77%
10,020
47
$2.9M 0.77%
31,170
-1,341
48
$2.9M 0.77%
40,324
-1,844
49
$2.87M 0.76%
35,163
-2,129
50
$2.84M 0.75%
16,348
-1,353
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