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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.03%
1,710
+10
177
$120K 0.03%
1,548
+83
178
$118K 0.03%
1,207
-195
179
$117K 0.03%
1,474
-128
180
$115K 0.03%
2,529
+14
181
$114K 0.03%
+1,383
182
$109K 0.02%
4,100
183
$106K 0.02%
2,734
+18
184
$97.8K 0.02%
2,600
185
$97K 0.02%
2,000
186
$96.9K 0.02%
5,000
187
$94.7K 0.02%
209
-5
188
$92.4K 0.02%
3,755
189
$90K 0.02%
3,125
-1,652
190
$88K 0.02%
2,876
191
$85.5K 0.02%
917
+139
192
$82.5K 0.02%
1,576
193
$82.3K 0.02%
1,940
194
$81.5K 0.02%
629
195
$80.7K 0.02%
2,560
196
$79.8K 0.02%
522
197
$78.5K 0.02%
1,284
-16
198
$78.3K 0.02%
1,000
199
$76K 0.02%
160
200
$75.2K 0.02%
300
6 7
8
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