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
101
$1.28M 0.29%
25,517
+644
102
$1.27M 0.29%
3,300
103
$1.27M 0.29%
12,209
+1,384
104
$1.2M 0.27%
14,800
-4
105
$1.19M 0.27%
13,338
-749
106
$1.14M 0.26%
3,800
-273
107
$1.11M 0.25%
19,250
-52
108
$1.1M 0.25%
7,000
109
$947K 0.21%
27,240
-329
110
$942K 0.21%
19,068
-2,715
111
$934K 0.21%
13,000
112
$924K 0.21%
16,854
-140
113
$890K 0.2%
16,929
-2,106
114
$877K 0.2%
6,278
-57
115
$874K 0.2%
6,000
116
$860K 0.19%
32,645
117
$803K 0.18%
26,365
-1,384
118
$799K 0.18%
6,833
119
$736K 0.17%
20,500
120
$715K 0.16%
17,226
-991
121
$683K 0.15%
16,055
+617
122
$664K 0.15%
10,276
123
$621K 0.14%
12,969
124
$616K 0.14%
3,288
125
$613K 0.14%
10,408
+8
3 4
5
6 7