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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Sells

1 +$734K
2 +$392K
3 +$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.99M 0.48%
21,210
77
$1.96M 0.47%
8,825
-464
78
$1.91M 0.46%
25,980
-176
79
$1.89M 0.46%
7,271
80
$1.88M 0.45%
15,117
-51
81
$1.86M 0.45%
33,103
-1
82
$1.85M 0.45%
34,823
83
$1.82M 0.44%
23,699
-169
84
$1.79M 0.43%
20,761
-107
85
$1.77M 0.43%
12,976
86
$1.73M 0.42%
17,600
87
$1.7M 0.41%
24,792
-384
88
$1.66M 0.4%
8,653
+33
89
$1.61M 0.39%
48,274
-398
90
$1.55M 0.37%
15,500
91
$1.5M 0.36%
7,000
92
$1.47M 0.35%
18,000
93
$1.4M 0.34%
6,823
94
$1.38M 0.33%
50,560
95
$1.32M 0.32%
10,157
+2
96
$1.31M 0.32%
24,821
-41
97
$1.29M 0.31%
8,189
+45
98
$1.28M 0.31%
16,512
-853
99
$1.26M 0.3%
19,255
-429
100
$1.25M 0.3%
5,000