HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66.4K 0.02%
107
177
$61.4K 0.02%
721
178
$60.1K 0.02%
595
179
$59.9K 0.02%
2,000
180
$55.7K 0.02%
258
181
$55.1K 0.02%
202
-33
182
$53.8K 0.01%
724
-217
183
$53.7K 0.01%
608
184
$52.5K 0.01%
1,837
-223
185
$51.3K 0.01%
692
186
$50K 0.01%
500
187
$49.3K 0.01%
160
188
$48.4K 0.01%
+999
189
$47.6K 0.01%
376
-24
190
$47.6K 0.01%
1,618
191
$46.3K 0.01%
900
192
$45.7K 0.01%
412
-61
193
$45.5K 0.01%
139
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194
$44.3K 0.01%
761
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195
$44.3K 0.01%
508
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196
$44.2K 0.01%
215
197
$43.8K 0.01%
1,377
+11
198
$43.5K 0.01%
94
-47
199
$43.2K 0.01%
600
200
$43K 0.01%
472
-251
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