HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.27%
7,591
-11,169
77
$872K 0.24%
1,605
-486
78
$870K 0.24%
17,488
79
$855K 0.23%
2,805
80
$854K 0.23%
1,223
-10,263
81
$835K 0.23%
18,033
-1,561
82
$811K 0.22%
11,086
-11,288
83
$775K 0.21%
11,242
-927
84
$769K 0.21%
17,729
-281
85
$755K 0.21%
9,427
-168
86
$750K 0.2%
9,276
+177
87
$714K 0.2%
1,632
88
$711K 0.19%
1,753
-753
89
$697K 0.19%
894
-14,000
90
$689K 0.19%
2,441
-6,749
91
$668K 0.18%
1,211
+47
92
$650K 0.18%
1,532
93
$648K 0.18%
8,911
94
$638K 0.17%
3,000
95
$627K 0.17%
6,334
-5,568
96
$622K 0.17%
33,940
97
$599K 0.16%
7,066
-929
98
$587K 0.16%
1,034
99
$579K 0.16%
1,981
-2,400
100
$555K 0.15%
2,157
2 3
4
5 6