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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$607K
5
MTB icon
M&T Bank
MTB
+$211K

Top Sells

1
+$3.02M
2
+$2.13M
3
+$663K
4
PGX icon
Invesco Preferred ETF
PGX
+$347K
5
UNH icon
UnitedHealth
UNH
+$241K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$197K 0.05%
34,848
152
$183K 0.05%
380
153
$165K 0.05%
2,516
154
$158K 0.04%
2,500
155
$157K 0.04%
1,500
156
$152K 0.04%
1,188
157
$145K 0.04%
3,652
+434
158
$145K 0.04%
3,755
159
$137K 0.04%
3,919
+3
160
$136K 0.04%
2,476
161
$130K 0.04%
7,410
+1,110
162
$129K 0.04%
2,158
-65
163
$129K 0.04%
412
164
$129K 0.04%
573
+60
165
$123K 0.03%
4,168
166
$122K 0.03%
2,181
167
$118K 0.03%
698
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168
$118K 0.03%
920
169
$118K 0.03%
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170
$114K 0.03%
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171
$110K 0.03%
3,493
172
$109K 0.03%
2,278
173
$105K 0.03%
555
174
$101K 0.03%
2,375
175
$98K 0.03%
718
5 6
7
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