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
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.03%
3,000
152
$121K 0.03%
412
153
$118K 0.03%
2,164
154
$118K 0.03%
5,000
155
$115K 0.03%
975
-17,208
156
$114K 0.03%
806
-109
157
$112K 0.03%
1,182
158
$111K 0.03%
1,220
159
$98.5K 0.03%
1,432
-48
160
$94.8K 0.03%
+547
161
$94.4K 0.03%
+1,351
162
$93.7K 0.03%
458
163
$91.7K 0.03%
500
164
$90.5K 0.02%
2,000
-31,000
165
$75.5K 0.02%
2,250
166
$75.2K 0.02%
1,300
-4,700
167
$75K 0.02%
1,068
168
$75K 0.02%
272
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169
$74.5K 0.02%
300
170
$74.4K 0.02%
278
171
$73.9K 0.02%
4,040
-1,424
172
$73.5K 0.02%
2,000
173
$71K 0.02%
2,683
-15,390
174
$69.4K 0.02%
1,946
-472
175
$67K 0.02%
440
5 6
7
8 9