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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.13%
30,705
+115
27
$5.29M 1.12%
33,447
+172
28
$5.22M 1.1%
33,939
+256
29
$5.21M 1.1%
42,563
-142
30
$5.2M 1.1%
32,028
+129
31
$4.91M 1.04%
11,952
32
$4.89M 1.03%
40,011
33
$4.57M 0.97%
25,100
34
$4.33M 0.92%
47,970
+360
35
$4.3M 0.91%
114,763
+56,064
36
$4.28M 0.9%
15,337
-117
37
$4.23M 0.89%
16,587
38
$3.98M 0.84%
15,926
+114
39
$3.83M 0.81%
39,304
-659
40
$3.8M 0.8%
15,234
+72
41
$3.79M 0.8%
30,140
+447
42
$3.67M 0.77%
8,722
-2
43
$3.63M 0.77%
27,481
-906
44
$3.63M 0.77%
23,813
+162
45
$3.6M 0.76%
19,985
-163
46
$3.3M 0.7%
20,178
-125
47
$3.29M 0.7%
93,553
-3,087
48
$3.28M 0.69%
76,500
49
$3.2M 0.68%
52,952
+14,485
50
$3.15M 0.66%
18,062
+18
1
2
3 4 5