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
$378M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$3.08M
3
+$475K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$432K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$298K

Top Sells

1
+$1.49M
2
+$796K
3
+$493K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$467K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$414K

Sector Composition

1 Industrials 17.27%
2 Technology 12.95%
3 Healthcare 11.58%
4 Consumer Staples 10.29%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 3.31%
52,256
-619
2
$8.89M 2.35%
+285,758
3
$8.34M 2.21%
269,268
-8,123
4
$8.31M 2.2%
63,953
-558
5
$7.86M 2.08%
58,607
-1,991
6
$6.96M 1.84%
38,753
-31
7
$6.75M 1.79%
14,794
-262
8
$6.64M 1.76%
225,271
-2,290
9
$6.44M 1.7%
20,379
-1,161
10
$6.41M 1.7%
165,437
-12,043
11
$6.1M 1.61%
55,344
-806
12
$6.1M 1.61%
40,000
13
$5.92M 1.56%
27,603
-969
14
$5.71M 1.51%
31,581
-783
15
$5.69M 1.51%
36,294
16
$5.57M 1.47%
50,776
-1,265
17
$5.54M 1.47%
23,124
-954
18
$5.45M 1.44%
14,904
19
$5.37M 1.42%
34,848
-2,685
20
$5.27M 1.39%
29,817
-524
21
$5.12M 1.35%
11,932
22
$4.89M 1.29%
32,270
-350
23
$4.86M 1.28%
22,040
24
$4.76M 1.26%
115,968
-511
25
$4.54M 1.2%
90,643
-6,140
1
2 3 4 5