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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.4%
9,957
-18
77
$1.83M 0.39%
7,543
+543
78
$1.82M 0.38%
9,012
+2
79
$1.81M 0.38%
7,094
-30
80
$1.78M 0.38%
18,447
81
$1.76M 0.37%
7,094
82
$1.75M 0.37%
9,056
+228
83
$1.69M 0.36%
16,630
+234
84
$1.67M 0.35%
2,396
-8
85
$1.67M 0.35%
30,746
-9,952
86
$1.66M 0.35%
12,166
-43
87
$1.65M 0.35%
21,496
-5,023
88
$1.64M 0.35%
7,636
+199
89
$1.57M 0.33%
31,512
+12,444
90
$1.51M 0.32%
33,700
91
$1.51M 0.32%
18,556
+34
92
$1.5M 0.32%
33,993
-423
93
$1.45M 0.31%
34,634
94
$1.45M 0.31%
11,818
+30
95
$1.41M 0.3%
26,317
+800
96
$1.38M 0.29%
3,800
97
$1.38M 0.29%
3,300
98
$1.36M 0.29%
31,349
+590
99
$1.35M 0.29%
7,978
-918
100
$1.31M 0.28%
22,563
-697
2 3
4
5 6