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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$51K 0.01%
283
202
$49K 0.01%
200
203
$49K 0.01%
473
204
$48K 0.01%
1,400
205
$48K 0.01%
845
+15
206
$48K 0.01%
1,469
+175
207
$47K 0.01%
500
208
$47K 0.01%
278
209
$47K 0.01%
160
210
$46K 0.01%
672
211
$46K 0.01%
123
-91
212
$43K 0.01%
259
213
$43K 0.01%
1,000
+30
214
$41K 0.01%
107
215
$41K 0.01%
8,415
216
$40K 0.01%
1,210
+200
217
$40K 0.01%
6,046
+400
218
$38K 0.01%
666
219
$38K 0.01%
600
220
$36K 0.01%
+1,418
221
$35K 0.01%
1,104
-220
222
$35K 0.01%
275
223
$34K 0.01%
400
224
$33K 0.01%
466
225
$32K 0.01%
200
7 8
9
10 11