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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$70.8K 0.02%
2,000
202
$69.9K 0.02%
534
+100
203
$68.2K 0.02%
259
204
$66.8K 0.02%
2,102
205
$66.6K 0.02%
+2,781
206
$66.5K 0.02%
2,163
+29
207
$66.3K 0.02%
2,320
208
$64.2K 0.01%
500
209
$63.6K 0.01%
466
210
$63.4K 0.01%
1,032
+163
211
$61.8K 0.01%
308
212
$59.7K 0.01%
1,206
213
$53.8K 0.01%
696
214
$53.7K 0.01%
+1,312
215
$53.2K 0.01%
361
216
$53K 0.01%
278
217
$52K 0.01%
888
218
$51.9K 0.01%
600
219
$51.1K 0.01%
107
220
$50.5K 0.01%
398
221
$50.4K 0.01%
466
222
$49.3K 0.01%
1,250
223
$48.7K 0.01%
473
224
$48.1K 0.01%
526
225
$44.7K 0.01%
232
7 8
9
10 11