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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.4K 0.01%
760
-623
202
$67.2K 0.01%
2,560
203
$66.5K 0.01%
2,102
204
$66.4K 0.01%
2,781
205
$66.4K 0.01%
1,324
-1,205
206
$66.1K 0.01%
2,320
207
$65.2K 0.01%
361
208
$64.8K 0.01%
308
209
$64K 0.01%
278
210
$63.3K 0.01%
696
211
$62.9K 0.01%
473
212
$60.7K 0.01%
888
213
$58.1K 0.01%
600
214
$57.8K 0.01%
1,312
215
$57.6K 0.01%
661
+182
216
$56.2K 0.01%
107
217
$54.5K 0.01%
1,083
+308
218
$53.6K 0.01%
1,250
219
$53.2K 0.01%
398
220
$50.8K 0.01%
14,000
+4,000
221
$49.6K 0.01%
466
222
$48.3K 0.01%
232
223
$48.2K 0.01%
160
224
$47.7K 0.01%
474
+8
225
$46.7K 0.01%
526
7 8
9
10 11