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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$236K 0.06%
1,840
152
$228K 0.06%
1,949
-100
153
$219K 0.06%
7,410
154
$200K 0.05%
2,544
155
$198K 0.05%
1,500
156
$195K 0.05%
380
157
$191K 0.05%
2,516
158
$184K 0.05%
3,522
-130
159
$182K 0.05%
1,257
160
$169K 0.04%
3,629
-294
161
$153K 0.04%
2,500
162
$152K 0.04%
2,476
163
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1,800
164
$150K 0.04%
1,881
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165
$139K 0.04%
3,755
166
$133K 0.04%
1,765
-155
167
$123K 0.03%
2,575
168
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169
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170
$119K 0.03%
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171
$115K 0.03%
412
172
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4,168
173
$114K 0.03%
2,278
174
$108K 0.03%
2,151
-416
175
$108K 0.03%
5,000
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7
8 9