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
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 5.11%
478,889
+356,987
2
$19M 4.31%
50,616
-186
3
$11.7M 2.66%
60,989
-1,357
4
$11.1M 2.52%
313,823
-12,065
5
$9.66M 2.19%
14,630
-40
6
$9.44M 2.14%
55,473
-510
7
$8.93M 2.02%
257,486
-989
8
$8.69M 1.97%
14,911
-1
9
$7.73M 1.75%
238,859
+7,157
10
$7.45M 1.69%
21,498
+72
11
$7.15M 1.62%
162,360
-1,704
12
$6.89M 1.56%
23,292
-193
13
$6.79M 1.54%
117,618
-1,994
14
$6.65M 1.51%
287,914
+3,158
15
$6.47M 1.47%
36,109
-74
16
$6.33M 1.43%
124,244
+97,676
17
$5.9M 1.34%
28,124
-24
18
$5.82M 1.32%
39,014
+237
19
$5.77M 1.31%
22,040
20
$5.66M 1.28%
11,700
+1
21
$5.63M 1.28%
34,751
-497
22
$5.61M 1.27%
16,000
23
$5.52M 1.25%
50,145
+223
24
$5.38M 1.22%
53,778
+289
25
$5.32M 1.21%
33,683
+175
1
2 3 4 5