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
$387M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$1.14M
3
+$718K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$569K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$492K

Top Sells

1
+$1.97M
2
+$1.17M
3
+$1.02M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$639K
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$295K

Sector Composition

1 Industrials 16.69%
2 Technology 14.65%
3 Consumer Staples 10.23%
4 Healthcare 9.8%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.4K 0.01%
652
-14
227
$40.3K 0.01%
1,250
-219
228
$39.4K 0.01%
1,400
229
$39.2K 0.01%
799
-15
230
$37.5K 0.01%
+10,000
231
$36.2K 0.01%
400
232
$35.4K 0.01%
361
233
$35K 0.01%
232
234
$33.8K 0.01%
721
235
$32.7K 0.01%
323
236
$32.1K 0.01%
789
237
$31.1K 0.01%
75
238
$29.5K 0.01%
540
239
$28.3K 0.01%
400
240
$28.2K 0.01%
700
241
$27.1K 0.01%
1,225
242
$26.6K 0.01%
334
+34
243
$26K 0.01%
1,723
244
$25.4K 0.01%
744
245
$21.4K 0.01%
400
246
$21.2K 0.01%
242
+3
247
$20.8K 0.01%
732
248
$20.7K 0.01%
642
249
$20.4K 0.01%
184
250
$20K 0.01%
43
+3
8 9
10
11 12