HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+5.18%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$403M
AUM Growth
-$388K
(-0.1%)
Cap. Flow
-$18.5M
Cap. Flow
% of AUM
-4.58%
Top 10 Holdings %
Top 10 Hldgs %
22.53%
Holding
394
New
9
Increased
42
Reduced
81
Closed
20
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
$555K |
| 2 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$106K |
| 3 |
Organon & Co
OGN
|
$86K |
| 4 |
APA Corp
APA
|
$85K |
| 5 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
$80.7K |
Top Sells
Sector Composition
| 1 | Industrials | 17.13% |
| 2 | Technology | 15.07% |
| 3 | Healthcare | 10.73% |
| 4 | Consumer Staples | 9.88% |
| 5 | Financials | 8.05% |
