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
126
$453K 0.13%
2,000
127
$429K 0.12%
1,531
+26
128
$427K 0.12%
1,355
+2
129
$391K 0.11%
6,833
130
$376K 0.1%
12,125
+5
131
$376K 0.1%
9,595
132
$366K 0.1%
1,673
133
$360K 0.1%
1,674
+1
134
$347K 0.1%
1,000
135
$335K 0.09%
34,135
136
$313K 0.09%
3,000
137
$302K 0.08%
4,000
138
$271K 0.08%
27,134
139
$270K 0.07%
4,000
140
$269K 0.07%
6,404
+3,032
141
$263K 0.07%
5,549
142
$255K 0.07%
12,147
-3,664
143
$227K 0.06%
7,532
-245
144
$219K 0.06%
1,686
145
$217K 0.06%
8,300
146
$215K 0.06%
2,048
147
$209K 0.06%
2,049
148
$209K 0.06%
1,840
149
$206K 0.06%
2,569
-650
150
$200K 0.06%
+1,257
4 5
6
7 8