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
126
$586K 0.13%
1,104
+1
127
$570K 0.13%
6,000
128
$536K 0.12%
2,805
-166
129
$532K 0.12%
35,140
130
$531K 0.12%
47,348
+2,000
131
$513K 0.12%
35,592
-1,082
132
$507K 0.11%
1,673
133
$506K 0.11%
2,000
134
$496K 0.11%
1,163
135
$472K 0.11%
9,595
136
$441K 0.1%
1,010
+10
137
$398K 0.09%
1,632
138
$393K 0.09%
3,000
139
$393K 0.09%
960
+26
140
$387K 0.09%
11,500
141
$377K 0.09%
3,478
142
$374K 0.08%
27,134
143
$361K 0.08%
7,410
144
$345K 0.08%
10,198
-6,454
145
$335K 0.08%
6,041
-140
146
$317K 0.07%
1,699
+6
147
$294K 0.07%
4,000
148
$282K 0.06%
5,554
-100
149
$280K 0.06%
2,749
150
$264K 0.06%
6,956
-1,393
4 5
6
7 8