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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$579K 0.12%
2,000
127
$577K 0.12%
2,805
128
$560K 0.12%
1,163
129
$556K 0.12%
9,595
130
$532K 0.11%
47,798
+450
131
$490K 0.1%
1,632
132
$487K 0.1%
1,013
+3
133
$476K 0.1%
1,412
-261
134
$450K 0.1%
7,410
135
$447K 0.09%
3,000
136
$441K 0.09%
27,863
-7,729
137
$429K 0.09%
965
+5
138
$427K 0.09%
27,134
139
$418K 0.09%
11,500
140
$385K 0.08%
2,749
141
$384K 0.08%
3,478
142
$374K 0.08%
5,775
-266
143
$359K 0.08%
15,855
-272,059
144
$335K 0.07%
1,722
+23
145
$314K 0.07%
4,000
146
$297K 0.06%
1,500
147
$280K 0.06%
4,000
148
$259K 0.05%
2,516
149
$255K 0.05%
1,836
-4
150
$241K 0.05%
2,800
-12,000
4 5
6
7 8