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
$415M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$679K
3
+$511K
4
CEG icon
Constellation Energy
CEG
+$384K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$191K

Top Sells

1
+$734K
2
+$392K
3
+$248K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$246K
5
T icon
AT&T
T
+$128K

Sector Composition

1 Industrials 16.99%
2 Technology 15.48%
3 Healthcare 11.44%
4 Consumer Staples 10.51%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 3.98%
53,498
-35
2
$11.7M 2.82%
66,916
-321
3
$10.8M 2.61%
288,713
-1,018
4
$8.99M 2.17%
15,606
-109
5
$8.1M 1.95%
59,442
-433
6
$8.07M 1.95%
184,119
+3,502
7
$7.84M 1.89%
115,949
-800
8
$6.69M 1.61%
22,359
-65
9
$6.62M 1.6%
40,000
10
$6.39M 1.54%
39,244
-213
11
$6.37M 1.54%
53,831
+23
12
$6.16M 1.49%
44,914
+274
13
$5.89M 1.42%
33,223
+125
14
$5.81M 1.4%
38,934
-290
15
$5.76M 1.39%
36,355
16
$5.68M 1.37%
33,933
17
$5.64M 1.36%
29,008
-169
18
$5.59M 1.35%
112,737
-4,997
19
$5.44M 1.31%
24,434
-12
20
$5.41M 1.31%
16,050
21
$5.34M 1.29%
40,545
-331
22
$5.15M 1.24%
33,706
-72
23
$5.03M 1.21%
12,082
-102
24
$4.98M 1.2%
19,161
-74
25
$4.96M 1.2%
11,935
1
2 3 4 5