HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94K 0.03%
5,000
177
$94K 0.03%
1,940
178
$89K 0.02%
1,080
+6
179
$88K 0.02%
1,610
180
$82K 0.02%
2,044
+481
181
$82K 0.02%
2,560
182
$82K 0.02%
672
+1
183
$81K 0.02%
796
184
$79K 0.02%
1,129
+30
185
$76K 0.02%
177
186
$75K 0.02%
2,107
187
$71K 0.02%
300
188
$70K 0.02%
1,256
+10
189
$69K 0.02%
2,429
190
$69K 0.02%
2,320
191
$69K 0.02%
1,377
192
$64K 0.02%
644
193
$64K 0.02%
1,206
+306
194
$62K 0.02%
1,465
195
$62K 0.02%
1,196
196
$58K 0.02%
523
+5
197
$57K 0.02%
1,241
198
$56K 0.02%
1,168
199
$53K 0.01%
167
+4
200
$53K 0.01%
836
-62
6 7
8
9 10