HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.06%
1,338
127
$208K 0.06%
2,000
128
$207K 0.06%
4,000
129
$198K 0.05%
631
+1
130
$195K 0.05%
8,689
-5,286
131
$194K 0.05%
1,500
132
$179K 0.05%
4,134
-30,000
133
$161K 0.04%
5,570
134
$161K 0.04%
2,314
135
$159K 0.04%
1,742
-58
136
$158K 0.04%
6,529
137
$157K 0.04%
1,150
-100
138
$157K 0.04%
3,006
-1,098
139
$155K 0.04%
2,639
-43,000
140
$152K 0.04%
2,897
141
$149K 0.04%
2,029
-59
142
$148K 0.04%
3,449
143
$148K 0.04%
380
144
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908
145
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2,198
146
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3,754
-1
147
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2,760
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148
$129K 0.04%
1,548
149
$128K 0.03%
1,564
-132
150
$124K 0.03%
1,827
-138
4 5
6
7 8