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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.42%
54,423
+457
77
$1.81M 0.41%
52,020
-79
78
$1.79M 0.41%
18,447
-23
79
$1.78M 0.4%
26,000
80
$1.73M 0.39%
7,094
81
$1.73M 0.39%
34,416
-882
82
$1.71M 0.39%
17,600
83
$1.67M 0.38%
6,973
+36
84
$1.65M 0.37%
32,507
-4,865
85
$1.63M 0.37%
9,975
+89
86
$1.63M 0.37%
14,580
+190
87
$1.59M 0.36%
7,124
-44
88
$1.57M 0.35%
7,437
+34
89
$1.54M 0.35%
16,396
+221
90
$1.46M 0.33%
33,700
91
$1.4M 0.32%
11,788
-309
92
$1.4M 0.32%
8,896
-444
93
$1.4M 0.32%
2,404
+35
94
$1.35M 0.31%
18,522
+168
95
$1.35M 0.31%
30,759
+307
96
$1.34M 0.3%
9,010
-1
97
$1.34M 0.3%
23,260
-340
98
$1.31M 0.3%
34,634
-325
99
$1.3M 0.29%
4,381
100
$1.28M 0.29%
26,146
+610
2 3
4
5 6