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
$361M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.04M
3
+$1.07M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$598K
5
MTB icon
M&T Bank
MTB
+$200K

Top Sells

1
+$3.02M
2
+$2.12M
3
+$649K
4
PGX icon
Invesco Preferred ETF
PGX
+$341K
5
UNH icon
UnitedHealth
UNH
+$247K

Sector Composition

1 Industrials 16.26%
2 Technology 14.31%
3 Healthcare 12.57%
4 Consumer Staples 10.83%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 3.79%
53,261
-237
2
$8.98M 2.49%
65,701
-1,215
3
$8.29M 2.3%
285,326
-3,387
4
$7.35M 2.04%
15,342
-264
5
$6.84M 1.9%
182,703
-1,416
6
$6.68M 1.85%
59,343
-99
7
$6.44M 1.79%
128,595
+40,703
8
$6.41M 1.78%
126,582
+110,082
9
$6.08M 1.69%
22,185
-174
10
$5.95M 1.65%
40,000
11
$5.81M 1.61%
116,056
+107
12
$5.8M 1.61%
32,684
-539
13
$5.78M 1.6%
53,156
-675
14
$5.55M 1.54%
36,294
-61
15
$5.55M 1.54%
33,279
-654
16
$5.54M 1.53%
38,240
-1,004
17
$5.27M 1.46%
38,879
-55
18
$5.04M 1.4%
29,001
-7
19
$4.83M 1.34%
14,904
+1
20
$4.8M 1.33%
56,018
-2,057
21
$4.76M 1.32%
33,136
-570
22
$4.46M 1.24%
16,050
23
$4.33M 1.2%
24,239
-195
24
$4.27M 1.18%
18,998
-163
25
$4.27M 1.18%
45,196
+282
1
2 3 4 5