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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.45%
4,483
77
$1.64M 0.45%
15,117
78
$1.6M 0.44%
34,823
79
$1.56M 0.43%
50,178
-633
80
$1.52M 0.42%
18,000
81
$1.51M 0.42%
22,833
-1,959
82
$1.49M 0.41%
15,500
83
$1.48M 0.41%
12,976
84
$1.47M 0.41%
9,142
+317
85
$1.44M 0.4%
25,927
-53
86
$1.42M 0.39%
10,058
-99
87
$1.4M 0.39%
44,967
-3,307
88
$1.4M 0.39%
17,600
89
$1.37M 0.38%
32,574
-529
90
$1.32M 0.37%
6,823
91
$1.28M 0.36%
30,396
-15,379
92
$1.28M 0.35%
7,000
93
$1.25M 0.35%
9,151
+498
94
$1.24M 0.34%
25,741
+12,449
95
$1.2M 0.33%
4,568
96
$1.2M 0.33%
5,000
97
$1.12M 0.31%
4,553
98
$1.09M 0.3%
8,144
-45
99
$1.09M 0.3%
26,095
-242
100
$1.08M 0.3%
24,509
-312
2 3
4
5 6