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
251
$21K 0.01%
601
252
$21K 0.01%
575
+100
253
$20K 0.01%
642
254
$20K 0.01%
40
255
$20K 0.01%
800
256
$20K 0.01%
60
257
$19K ﹤0.01%
99
258
$19K ﹤0.01%
5,000
259
$19K ﹤0.01%
+75
260
$18K ﹤0.01%
336
261
$17K ﹤0.01%
223
+3
262
$17K ﹤0.01%
880
263
$17K ﹤0.01%
353
+158
264
$16K ﹤0.01%
350
265
$16K ﹤0.01%
325
266
$15K ﹤0.01%
207
267
$15K ﹤0.01%
70
268
$15K ﹤0.01%
+300
269
$15K ﹤0.01%
240
270
$15K ﹤0.01%
395
-130
271
$15K ﹤0.01%
270
272
$15K ﹤0.01%
100
273
$14K ﹤0.01%
1,124
274
$14K ﹤0.01%
+196
275
$14K ﹤0.01%
+600
9 10
11
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