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
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 5.41%
549,761
+70,872
2
$21.3M 4.49%
50,540
-76
3
$11.6M 2.45%
14,911
4
$11.4M 2.4%
307,399
-6,424
5
$11.1M 2.33%
55,179
-294
6
$10.8M 2.27%
14,693
+63
7
$10.6M 2.24%
61,925
+936
8
$10.4M 2.19%
204,405
+80,161
9
$9.48M 2%
255,664
-1,822
10
$8.4M 1.77%
22,923
-369
11
$8.25M 1.74%
21,513
+15
12
$7.7M 1.63%
36,109
13
$7.37M 1.56%
221,367
-17,492
14
$7.34M 1.55%
162,331
-29
15
$7.13M 1.5%
34,559
-192
16
$6.43M 1.36%
117,515
-103
17
$6.25M 1.32%
20,000
18
$6.22M 1.31%
53,546
-232
19
$6.21M 1.31%
39,373
+359
20
$5.95M 1.26%
11,343
-357
21
$5.91M 1.25%
22,040
22
$5.81M 1.23%
28,292
+168
23
$5.64M 1.19%
49,580
-565
24
$5.57M 1.18%
10,020
25
$5.55M 1.17%
16,000
1
2 3 4 5