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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$106K 0.03%
1,611
177
$106K 0.03%
555
178
$106K 0.03%
1,940
179
$105K 0.03%
718
180
$99.7K 0.03%
907
-13
181
$86.1K 0.02%
796
182
$86.1K 0.02%
177
183
$83.8K 0.02%
1,275
+10
184
$80.2K 0.02%
4,754
+1,704
185
$78.4K 0.02%
2,560
186
$76.5K 0.02%
1,465
187
$75.4K 0.02%
1,080
188
$74.4K 0.02%
300
189
$74.4K 0.02%
1,206
190
$73.3K 0.02%
1,029
191
$70.8K 0.02%
1,377
192
$69.9K 0.02%
2,000
193
$69.6K 0.02%
2,320
194
$65.9K 0.02%
2,102
-5
195
$65.9K 0.02%
522
-150
196
$63.3K 0.02%
466
-581
197
$63.2K 0.02%
513
-60
198
$63K 0.02%
167
199
$58.7K 0.02%
833
200
$55.6K 0.01%
283
6 7
8
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