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
51
$3.07M 0.65%
48,000
52
$3.02M 0.64%
12,273
-30
53
$2.93M 0.62%
22,631
-3,484
54
$2.84M 0.6%
18,314
+387
55
$2.69M 0.57%
38,451
+211
56
$2.63M 0.56%
32,980
-645
57
$2.58M 0.55%
5,319
-198
58
$2.57M 0.54%
14,509
+4
59
$2.55M 0.54%
50,474
+2,633
60
$2.37M 0.5%
4,798
+150
61
$2.33M 0.49%
32,447
62
$2.31M 0.49%
46,983
+848
63
$2.28M 0.48%
71,835
-3,300
64
$2.27M 0.48%
48,672
-4,992
65
$2.26M 0.48%
4,471
66
$2.25M 0.48%
17,281
-169
67
$2.1M 0.44%
58,095
+1,379
68
$2.06M 0.43%
6,980
+7
69
$2.03M 0.43%
52,209
+189
70
$2M 0.42%
26,000
71
$2M 0.42%
17,600
72
$2M 0.42%
45,759
-101
73
$1.99M 0.42%
52,577
-1,846
74
$1.93M 0.41%
14,590
+10
75
$1.92M 0.41%
20,963
-31
1 2
3
4 5