HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41.9K 0.01%
138
-8
202
$40.4K 0.01%
300
203
$40.4K 0.01%
431
+80
204
$40.1K 0.01%
420
205
$39.4K 0.01%
939
+37
206
$38.6K 0.01%
223
207
$37.7K 0.01%
1,245
-800
208
$36.5K 0.01%
244
+19
209
$36.5K 0.01%
+528
210
$36K 0.01%
165
-27
211
$35.5K 0.01%
191
-25,000
212
$35.2K 0.01%
803
213
$34K 0.01%
55
-60
214
$33.5K 0.01%
75
215
$32.6K 0.01%
100
216
$32.2K 0.01%
400
217
$30.8K 0.01%
+10,000
218
$30.7K 0.01%
311
-50
219
$28.7K 0.01%
1,400
220
$28.4K 0.01%
102
221
$27.6K 0.01%
473
222
$27.2K 0.01%
11,283
-1,262
223
$27K 0.01%
+158
224
$27K 0.01%
799
225
$26.8K 0.01%
277
-31
7 8
9
10 11