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
101
$1.07M 0.3%
+21,423
102
$1.05M 0.29%
16,425
-87
103
$1.04M 0.29%
6,000
104
$1.03M 0.29%
20,999
-61,496
105
$1.02M 0.28%
9,634
-19,971
106
$980K 0.27%
3,300
107
$951K 0.26%
13,000
108
$929K 0.26%
20,500
109
$922K 0.26%
19,255
110
$910K 0.25%
17,641
+200
111
$878K 0.24%
27,852
-150
112
$877K 0.24%
24,604
-658
113
$872K 0.24%
35,770
+4
114
$819K 0.23%
15,064
+194
115
$783K 0.22%
51,670
+1,110
116
$774K 0.21%
9,413
+3
117
$715K 0.2%
6,560
+160
118
$702K 0.19%
12,969
119
$694K 0.19%
10,584
120
$688K 0.19%
14,160
+10
121
$655K 0.18%
10,411
122
$598K 0.17%
1,100
123
$525K 0.15%
6,000
124
$495K 0.14%
2,936
125
$466K 0.13%
3,362
3 4
5
6 7