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
51
$2.72M 0.72%
13,156
-819
52
$2.62M 0.69%
51,752
-29,515
53
$2.6M 0.69%
50,789
-500
54
$2.59M 0.68%
97,961
+5,056
55
$2.55M 0.67%
41,594
-2,309
56
$2.36M 0.62%
11,848
-772
57
$2.34M 0.62%
32,713
58
$2.3M 0.61%
94,720
59
$2.29M 0.6%
25,776
-2,794
60
$2.28M 0.6%
79,190
-2,700
61
$2.24M 0.59%
15,010
-594
62
$2.16M 0.57%
54,043
+10,800
63
$2.16M 0.57%
26,000
64
$2.15M 0.57%
20,634
-30
65
$2.14M 0.57%
21,165
-45
66
$2.11M 0.56%
46,149
-620
67
$2.02M 0.53%
3,807
-436
68
$1.96M 0.52%
50,209
+1,132
69
$1.91M 0.51%
18,576
-13
70
$1.88M 0.5%
53,333
-1,281
71
$1.84M 0.49%
38,928
-3,078
72
$1.81M 0.48%
16,023
-114
73
$1.8M 0.48%
7,094
74
$1.73M 0.46%
25,195
-1,165
75
$1.7M 0.45%
51,310
-2,399
1 2
3
4 5