HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.13%
126,357
-121,707
27
$4.05M 1.11%
18,449
+147
28
$3.98M 1.09%
11,205
-3,704
29
$3.86M 1.05%
7,936
-366
30
$3.74M 1.02%
9,630
-12,301
31
$3.62M 0.99%
24,758
-11,944
32
$3.54M 0.97%
74,373
+26,269
33
$3.54M 0.97%
32,796
-16,685
34
$3.47M 0.95%
25,539
-21,335
35
$3.45M 0.94%
84,483
-8,262
36
$3.31M 0.91%
14,227
-13,652
37
$3.22M 0.88%
4,362
-363
38
$2.9M 0.79%
32,515
-413
39
$2.89M 0.79%
14,644
-612
40
$2.87M 0.78%
21,410
-340
41
$2.78M 0.76%
12,284
+397
42
$2.65M 0.72%
11,515
+218
43
$2.41M 0.66%
2,685
-698
44
$2.39M 0.65%
16,688
-20,062
45
$2.34M 0.64%
3,300
46
$2.27M 0.62%
33,611
-3,049
47
$2.25M 0.61%
18,510
+93
48
$2.24M 0.61%
35,668
-1,537
49
$2.2M 0.6%
46,590
-3,166
50
$2.18M 0.6%
7,899
-678
1
2
3 4 5