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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$187K 0.05%
380
+300
152
$184K 0.04%
513
+18
153
$183K 0.04%
3,218
154
$181K 0.04%
2,516
155
$175K 0.04%
2,500
156
$170K 0.04%
8,300
157
$168K 0.04%
3,372
+1,401
158
$163K 0.04%
1,188
159
$162K 0.04%
3,916
+4
160
$161K 0.04%
412
161
$154K 0.04%
2,192
162
$152K 0.04%
1,800
163
$146K 0.04%
2,476
164
$143K 0.03%
697
+51
165
$141K 0.03%
920
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166
$136K 0.03%
3,755
167
$134K 0.03%
3,493
168
$133K 0.03%
4,168
169
$132K 0.03%
2,375
+100
170
$132K 0.03%
2,181
-200
171
$127K 0.03%
1,099
172
$126K 0.03%
555
+400
173
$122K 0.03%
2,278
+200
174
$121K 0.03%
718
175
$117K 0.03%
2,567
5 6
7
8 9