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
51
$1.94M 0.53%
42,841
-2,034
52
$1.9M 0.52%
12,454
-20,113
53
$1.85M 0.51%
5,942
+1,375
54
$1.82M 0.5%
62,366
-2,171
55
$1.82M 0.5%
14,723
+299
56
$1.79M 0.49%
6,064
-3,500
57
$1.74M 0.48%
13,163
-17,158
58
$1.69M 0.46%
16,119
-495
59
$1.63M 0.45%
7,872
-10,000
60
$1.59M 0.44%
20,115
-630
61
$1.58M 0.43%
16,110
62
$1.52M 0.42%
9,532
-21,725
63
$1.48M 0.41%
10,192
-387
64
$1.46M 0.4%
8,798
+3
65
$1.37M 0.37%
6,179
-522
66
$1.34M 0.37%
7,394
-171
67
$1.28M 0.35%
13,013
+282
68
$1.26M 0.35%
3,820
+499
69
$1.26M 0.34%
5,489
-30,097
70
$1.25M 0.34%
23,707
-48
71
$1.06M 0.29%
6,042
72
$1.04M 0.28%
3,256
-2
73
$1.02M 0.28%
4,852
74
$1.01M 0.28%
32,645
75
$999K 0.27%
26,030
-846
1 2
3
4 5