HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+8.53%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$320M
AUM Growth
+$20.3M
(+6.8%)
Cap. Flow
-$3.1M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
23.16%
Holding
365
New
8
Increased
49
Reduced
78
Closed
25
Top Buys
| 1 |
Merck
MRK
|
$719K |
| 2 |
Schlumberger
SLB
|
$319K |
| 3 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$241K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$218K |
| 5 |
Walmart
WMT
|
$196K |
Top Sells
| 1 |
Cisco
CSCO
|
$655K |
| 2 |
Danaher
DHR
|
$422K |
| 3 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$388K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$311K |
| 5 |
FSP
Franklin Street Properties
FSP
|
$311K |
Sector Composition
| 1 | Industrials | 16.66% |
| 2 | Technology | 12.3% |
| 3 | Healthcare | 11.3% |
| 4 | Financials | 11.13% |
| 5 | Consumer Staples | 10.22% |
