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
$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
State Street 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
126
$589K 0.16%
6,833
127
$560K 0.15%
6,342
-273
128
$523K 0.14%
17,352
-56
129
$504K 0.13%
2,971
-50
130
$498K 0.13%
6,000
131
$488K 0.13%
3,306
-56
132
$407K 0.11%
1,170
-185
133
$401K 0.11%
34,135
134
$396K 0.1%
9,595
135
$388K 0.1%
1,678
+2
136
$383K 0.1%
39,848
137
$370K 0.1%
11,449
138
$365K 0.1%
11,500
-630
139
$358K 0.09%
1,673
140
$351K 0.09%
1,000
141
$346K 0.09%
2,000
142
$335K 0.09%
4,000
143
$322K 0.09%
27,134
144
$286K 0.08%
4,000
145
$283K 0.07%
1,686
146
$279K 0.07%
3,000
147
$270K 0.07%
8,300
148
$261K 0.07%
981
-537
149
$239K 0.06%
5,549
150
$237K 0.06%
12,851
+624
4 5
6
7 8