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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.03%
2,812
+212
177
$113K 0.02%
4,100
178
$111K 0.02%
633
179
$105K 0.02%
5,000
180
$103K 0.02%
2,026
-3,528
181
$103K 0.02%
226
+17
182
$97.8K 0.02%
187
+27
183
$97.2K 0.02%
1,000
184
$94.3K 0.02%
1,407
+375
185
$92.1K 0.02%
1,836
-164
186
$92.1K 0.02%
3,755
187
$88.8K 0.02%
943
+26
188
$87.4K 0.02%
629
189
$85.7K 0.02%
1,284
190
$85.6K 0.02%
522
191
$82.9K 0.02%
2,199
+199
192
$81.2K 0.02%
300
193
$81.1K 0.02%
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-986
194
$78.9K 0.02%
1,576
195
$77.2K 0.02%
1,940
196
$72.6K 0.02%
553
+19
197
$71.5K 0.02%
2,220
+57
198
$70.8K 0.01%
235
-24
199
$69.8K 0.01%
1,206
200
$68.7K 0.01%
500
6 7
8
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