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
51
$2.55M 0.71%
36,444
+50
52
$2.52M 0.7%
20,000
53
$2.5M 0.69%
4,873
-480
54
$2.46M 0.68%
10,020
55
$2.33M 0.65%
32,749
56
$2.26M 0.63%
12,926
-218
57
$2.25M 0.62%
94,990
-260
58
$2.23M 0.62%
83,100
-20
59
$2.2M 0.61%
20,700
+420
60
$2.19M 0.61%
15,537
-259
61
$2.16M 0.6%
26,000
62
$2.15M 0.6%
53,908
-1,252
63
$2.09M 0.58%
21,210
64
$2M 0.56%
39,461
-197
65
$2M 0.56%
18,674
-11
66
$1.96M 0.54%
46,252
-1,475
67
$1.95M 0.54%
46,769
68
$1.94M 0.54%
16,494
-312
69
$1.83M 0.51%
148,208
-27,631
70
$1.75M 0.48%
7,094
-177
71
$1.71M 0.47%
43,655
+339
72
$1.71M 0.47%
51,607
-1,716
73
$1.71M 0.47%
20,794
+33
74
$1.68M 0.47%
41,514
-1,491
75
$1.66M 0.46%
23,522
-177
1 2
3
4 5