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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$218K 0.05%
1,416
+1,401
152
$208K 0.04%
2,121
153
$197K 0.04%
380
154
$192K 0.04%
2,031
+188
155
$171K 0.04%
4,399
156
$167K 0.04%
1,150
157
$159K 0.03%
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158
$154K 0.03%
907
159
$150K 0.03%
1,207
160
$147K 0.03%
1,548
161
$146K 0.03%
1,549
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162
$144K 0.03%
555
163
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5,125
+2,000
164
$138K 0.03%
1,534
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165
$138K 0.03%
1,720
+10
166
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3,510
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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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172
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3,669
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173
$125K 0.03%
2,924
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174
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1,160
-466
175
$120K 0.03%
412
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7
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