HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$69K 0.02%
1,168
202
$68K 0.02%
6,274
203
$67K 0.02%
1,196
204
$67K 0.02%
900
205
$66K 0.02%
1,241
206
$66K 0.02%
500
207
$66K 0.02%
160
208
$61K 0.01%
1,324
-636
209
$60K 0.01%
163
210
$58K 0.01%
898
-65
211
$58K 0.01%
8,415
212
$57K 0.01%
830
213
$57K 0.01%
675
-50
214
$55K 0.01%
259
215
$52K 0.01%
970
216
$51K 0.01%
600
217
$51K 0.01%
278
218
$49K 0.01%
285
219
$49K 0.01%
107
220
$49K 0.01%
48,010
221
$47K 0.01%
1,400
222
$47K 0.01%
672
223
$47K 0.01%
1,010
+158
224
$45K 0.01%
200
225
$44K 0.01%
666
+37
7 8
9
10 11