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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.45%
17,600
77
$1.67M 0.44%
21,299
-1,259
78
$1.65M 0.44%
6,823
79
$1.64M 0.43%
8,627
-519
80
$1.64M 0.43%
49,931
+422
81
$1.54M 0.41%
5,000
82
$1.54M 0.41%
49,542
-1,400
83
$1.52M 0.4%
34,823
84
$1.52M 0.4%
15,117
85
$1.51M 0.4%
17,917
-3,352
86
$1.5M 0.4%
12,976
87
$1.5M 0.4%
4,451
88
$1.47M 0.39%
15,500
89
$1.45M 0.38%
30,644
-3,691
90
$1.44M 0.38%
36,554
-2,418
91
$1.44M 0.38%
13,616
+4,497
92
$1.41M 0.37%
30,770
-17,333
93
$1.41M 0.37%
4,257
-261
94
$1.41M 0.37%
9,997
+2
95
$1.38M 0.36%
18,000
96
$1.26M 0.33%
25,366
+4,015
97
$1.23M 0.33%
19,419
-1,246
98
$1.23M 0.33%
19,204
99
$1.22M 0.32%
7,000
100
$1.19M 0.31%
4,512
-2
2 3
4
5 6