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
101
$1.18M 0.31%
33,670
-9,106
102
$1.17M 0.31%
104,731
-44,073
103
$1.13M 0.3%
3,300
104
$1.07M 0.28%
6,000
105
$1.05M 0.28%
9,056
-347
106
$1.05M 0.28%
8,710
-1,400
107
$1.03M 0.27%
7,305
-119
108
$1.03M 0.27%
20,999
109
$990K 0.26%
24,006
-369
110
$989K 0.26%
13,000
111
$969K 0.26%
22,025
-922
112
$910K 0.24%
26,274
-844
113
$888K 0.23%
17,623
-85
114
$886K 0.23%
20,500
115
$864K 0.23%
27,052
-700
116
$861K 0.23%
35,679
-95
117
$823K 0.22%
16,149
-1,736
118
$794K 0.21%
12,350
-1,728
119
$792K 0.21%
14,160
120
$764K 0.2%
17,368
+6,770
121
$762K 0.2%
12,969
122
$746K 0.2%
51,070
-600
123
$667K 0.18%
10,298
-238
124
$659K 0.17%
10,363
125
$606K 0.16%
1,100
3 4
5
6 7