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
251
$19.8K 0.01%
207
252
$17.9K ﹤0.01%
450
253
$17.7K ﹤0.01%
420
254
$15.4K ﹤0.01%
100
255
$15.1K ﹤0.01%
502
-358
256
$14.7K ﹤0.01%
325
257
$14.5K ﹤0.01%
105
+5
258
$14.3K ﹤0.01%
173
259
$14.3K ﹤0.01%
94
260
$14.1K ﹤0.01%
300
261
$14K ﹤0.01%
255
262
$13.5K ﹤0.01%
1,175
263
$13.4K ﹤0.01%
58
264
$13.3K ﹤0.01%
1,124
265
$12.9K ﹤0.01%
100
266
$12.9K ﹤0.01%
110
267
$12.1K ﹤0.01%
270
268
$11.8K ﹤0.01%
370
269
$11.8K ﹤0.01%
119
270
$11.7K ﹤0.01%
117
271
$11.6K ﹤0.01%
300
272
$11.5K ﹤0.01%
55
273
$11.2K ﹤0.01%
235
274
$10.6K ﹤0.01%
1,250
275
$10.3K ﹤0.01%
231
9 10
11
12 13