HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.14M
3
+$5.55M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.85M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.95M

Top Sells

1
+$11.3M
2
+$10.9M
3
+$6.98M
4
PH icon
Parker-Hannifin
PH
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.2M 8.8%
683,541
+63,512
2
$14.3M 3.92%
315,333
+155,815
3
$13.6M 3.73%
274,522
-19,321
4
$13.1M 3.59%
26,387
-25,985
5
$12.9M 3.52%
19,435
+8,345
6
$12.7M 3.47%
61,895
+1,126
7
$10.7M 2.92%
67,525
-6,849
8
$9.49M 2.59%
184,454
+10,372
9
$8.2M 2.24%
28,293
-24,737
10
$7.9M 2.16%
7,977
-6,224
11
$6.54M 1.79%
+147,299
12
$6.51M 1.78%
156,152
+5,594
13
$6.26M 1.71%
34,167
-1,647
14
$6.25M 1.71%
28,588
-702
15
$5.87M 1.61%
+151,772
16
$5.63M 1.54%
149,405
+10,545
17
$5.48M 1.5%
64,891
+6,642
18
$5.26M 1.44%
14,346
-6,208
19
$4.94M 1.35%
30,597
-1,007
20
$4.66M 1.27%
111,584
+8,614
21
$4.64M 1.27%
65,065
-8,320
22
$4.53M 1.24%
25,512
+327
23
$4.51M 1.23%
36,337
-3,628
24
$4.31M 1.18%
84,989
+38,273
25
$4.28M 1.17%
13,881
-330
1
2 3 4 5