HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$739K
3
+$603K
4
ABBV icon
AbbVie
ABBV
+$541K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$507K

Top Sells

1
+$971K
2
+$706K
3
+$638K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$550K
5
TTE icon
TotalEnergies
TTE
+$524K

Sector Composition

1 Industrials 16.89%
2 Technology 14.15%
3 Healthcare 10.03%
4 Consumer Staples 9.35%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
1,200
227
$31K 0.01%
2,075
228
$31K 0.01%
+473
229
$30K 0.01%
+789
230
$29K 0.01%
80
231
$29K 0.01%
640
232
$29K 0.01%
+1,250
233
$27K 0.01%
+560
234
$27K 0.01%
350
+250
235
$27K 0.01%
610
236
$27K 0.01%
445
237
$26K 0.01%
612
238
$26K 0.01%
644
239
$25K 0.01%
135
240
$25K 0.01%
744
241
$24K 0.01%
732
242
$24K 0.01%
1,755
243
$23K 0.01%
75
244
$23K 0.01%
+675
245
$22K 0.01%
400
246
$22K 0.01%
420
247
$22K 0.01%
450
248
$21K 0.01%
184
249
$21K 0.01%
+836
250
$21K 0.01%
+150
8 9
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