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
101
$553K 0.15%
984
-12
102
$544K 0.15%
2,989
-18,000
103
$534K 0.15%
10,480
-1,802
104
$523K 0.14%
20,355
-8
105
$514K 0.14%
5,600
-26,600
106
$491K 0.13%
3,872
+1,569
107
$485K 0.13%
27,863
108
$484K 0.13%
951
-11,001
109
$478K 0.13%
26,382
110
$455K 0.12%
2,000
111
$454K 0.12%
6,417
112
$420K 0.11%
50,646
+798
113
$406K 0.11%
1,587
-15,000
114
$389K 0.11%
3,264
-16,192
115
$380K 0.1%
3,478
116
$373K 0.1%
11,500
117
$339K 0.09%
1,068
-14
118
$335K 0.09%
866
-3,350
119
$328K 0.09%
7,605
120
$326K 0.09%
4,000
121
$312K 0.09%
8,740
-374
122
$307K 0.08%
5,435
-26,000
123
$282K 0.08%
532
124
$272K 0.07%
1,833
125
$249K 0.07%
8,669
-32,222
3 4
5
6 7