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
26
$5.28M 1.2%
40,011
+3
27
$5.22M 1.18%
33,275
+116
28
$5.2M 1.18%
30,590
+299
29
$4.82M 1.09%
20,000
30
$4.78M 1.08%
11,952
31
$4.67M 1.06%
31,899
+154
32
$4.62M 1.05%
10,020
33
$4.02M 0.91%
15,454
-230
34
$3.92M 0.89%
16,587
35
$3.89M 0.88%
25,100
36
$3.86M 0.87%
42,705
+494
37
$3.66M 0.83%
15,812
-1,822
38
$3.53M 0.8%
15,162
+14
39
$3.41M 0.77%
76,500
40
$3.36M 0.76%
39,963
+1,072
41
$3.33M 0.76%
23,651
-451
42
$3.17M 0.72%
26,115
+172
43
$3.15M 0.71%
96,640
44
$3.13M 0.71%
29,693
+569
45
$3.11M 0.7%
8,724
+23
46
$3.09M 0.7%
28,387
+301
47
$3.08M 0.7%
18,044
+68
48
$3.06M 0.69%
20,148
-237
49
$3.02M 0.68%
12,303
-195
50
$2.92M 0.66%
48,000
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