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
51
$2.77M 0.63%
38,240
-48
52
$2.7M 0.61%
20,303
-200
53
$2.67M 0.6%
4,471
54
$2.66M 0.6%
33,625
+108
55
$2.51M 0.57%
53,664
+24,815
56
$2.48M 0.56%
17,927
+547
57
$2.45M 0.55%
4,648
-18
58
$2.4M 0.54%
47,841
-17,563
59
$2.36M 0.53%
47,610
-4,350
60
$2.33M 0.53%
17,450
+178
61
$2.3M 0.52%
8,828
+54
62
$2.28M 0.52%
32,447
63
$2.24M 0.51%
75,135
-100
64
$2.17M 0.49%
46,135
+1,169
65
$2.1M 0.48%
58,699
+56,945
66
$2.09M 0.47%
40,698
-746
67
$2.08M 0.47%
38,467
+5,319
68
$2.07M 0.47%
14,505
+129
69
$2.04M 0.46%
56,716
+2,937
70
$2.04M 0.46%
26,519
-102
71
$2M 0.45%
54,820
-37,473
72
$1.98M 0.45%
20,994
-100
73
$1.95M 0.44%
5,517
-224
74
$1.92M 0.43%
7,000
75
$1.85M 0.42%
45,860
-219
1 2
3
4 5