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
$392M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.32M
3
+$632K
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$214K
5
TSM icon
TSMC
TSM
+$192K

Top Sells

1
+$1.46M
2
+$476K
3
+$210K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$185K
5
META icon
Meta Platforms (Facebook)
META
+$112K

Sector Composition

1 Industrials 16.04%
2 Technology 15.32%
3 Healthcare 10.27%
4 Consumer Staples 9.19%
5 Energy 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.2K 0.01%
526
227
$40.9K 0.01%
473
228
$39K 0.01%
775
+568
229
$38.4K 0.01%
1,400
230
$38K 0.01%
232
231
$37.8K 0.01%
160
232
$37.8K 0.01%
283
233
$37.7K 0.01%
400
234
$37.4K 0.01%
2,900
235
$37.1K 0.01%
361
236
$35.9K 0.01%
1,250
237
$33.7K 0.01%
3,100
238
$32.8K 0.01%
75
239
$31.3K 0.01%
400
240
$31.1K 0.01%
342
+8
241
$29.9K 0.01%
627
242
$29.7K 0.01%
721
243
$28.1K 0.01%
277
-46
244
$27.7K 0.01%
672
-117
245
$27.2K 0.01%
540
246
$26.3K 0.01%
+1,589
247
$25.4K 0.01%
+358
248
$24.9K 0.01%
744
249
$24.7K 0.01%
315
+255
250
$24K 0.01%
43
8 9
10
11 12