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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$55.3K 0.01%
1,168
202
$54.2K 0.01%
1,400
203
$53.7K 0.01%
308
-383
204
$53.6K 0.01%
+1,820
205
$52.1K 0.01%
278
206
$51.3K 0.01%
500
207
$49.3K 0.01%
200
208
$48.9K 0.01%
600
209
$47.7K 0.01%
1,196
210
$47K 0.01%
123
211
$46.6K 0.01%
1,469
212
$43.5K 0.01%
814
213
$42.6K 0.01%
672
214
$42.4K 0.01%
+190
215
$42K 0.01%
1,000
216
$41.6K 0.01%
466
217
$41.3K 0.01%
845
218
$41.1K 0.01%
107
219
$41K 0.01%
160
220
$40.1K 0.01%
473
221
$39.5K 0.01%
398
-125
222
$38.5K 0.01%
666
223
$37.6K 0.01%
1,204
-840
224
$35.4K 0.01%
1,400
225
$34.3K 0.01%
259
7 8
9
10 11