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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.12%
1,353
127
$465K 0.11%
9,595
128
$464K 0.11%
1,673
-12
129
$463K 0.11%
2,000
130
$448K 0.11%
12,120
131
$415K 0.1%
1,000
132
$394K 0.1%
3,000
133
$384K 0.09%
+6,833
134
$367K 0.09%
34,135
135
$362K 0.09%
1,673
+2
136
$315K 0.08%
5,549
137
$304K 0.07%
27,134
138
$289K 0.07%
4,000
139
$286K 0.07%
2,048
-100
140
$282K 0.07%
15,811
-7,201
141
$276K 0.07%
2,049
-100
142
$271K 0.07%
4,000
143
$257K 0.06%
1,686
144
$244K 0.06%
3,219
+69
145
$237K 0.06%
7,777
-279
146
$236K 0.06%
630
+16
147
$223K 0.05%
1,500
148
$218K 0.05%
1,840
149
$213K 0.05%
10,665
150
$195K 0.05%
34,848
4 5
6
7 8