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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.06%
1,500
152
$261K 0.06%
4,000
153
$240K 0.05%
1,840
154
$212K 0.05%
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155
$208K 0.05%
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-244
156
$202K 0.05%
2,516
157
$182K 0.04%
1,843
+856
158
$179K 0.04%
380
159
$176K 0.04%
1,626
-25,594
160
$165K 0.04%
1,120
161
$162K 0.04%
4,399
-156
162
$158K 0.04%
1,150
-107
163
$157K 0.04%
633
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164
$136K 0.03%
2,092
165
$133K 0.03%
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166
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2,614
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167
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168
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169
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170
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171
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2,585
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172
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-8,998
173
$127K 0.03%
3,503
-146
174
$126K 0.03%
412
175
$124K 0.03%
1,800
5 6
7
8 9