HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
This Quarter Return
-2.33%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$415M
AUM Growth
+$415M
(-3.6%)
Cap. Flow
+$1.46M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
22.12%
Holding
390
New
32
Increased
54
Reduced
72
Closed
5
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$1.32M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$679K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$511K |
| 4 |
Constellation Energy
CEG
|
$384K |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$191K |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$734K |
| 2 |
Intel
INTC
|
$248K |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$246K |
| 4 |
AT&T
T
|
$128K |
| 5 |
Meta Platforms (Facebook)
META
|
$103K |
Sector Composition
| 1 | Industrials | 16.99% |
| 2 | Technology | 15.48% |
| 3 | Healthcare | 11.44% |
| 4 | Consumer Staples | 10.51% |
| 5 | Financials | 7.66% |
