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
251
$23.8K 0.01%
700
252
$23.1K 0.01%
+625
253
$22.2K 0.01%
8,415
254
$22.1K 0.01%
+282
255
$21.9K 0.01%
+8,501
256
$21.4K 0.01%
+163
257
$21.2K 0.01%
200
258
$20.8K 0.01%
400
259
$20.6K 0.01%
+275
260
$20K 0.01%
1,250
261
$19.5K 0.01%
+190
262
$19.4K ﹤0.01%
+72
263
$18.9K ﹤0.01%
+442
264
$18.5K ﹤0.01%
+49
265
$18.3K ﹤0.01%
420
266
$18.3K ﹤0.01%
+849
267
$18.2K ﹤0.01%
+240
268
$17.9K ﹤0.01%
+643
269
$17.8K ﹤0.01%
+652
270
$17.7K ﹤0.01%
207
271
$17.5K ﹤0.01%
350
-322
272
$17.3K ﹤0.01%
+260
273
$17.2K ﹤0.01%
+248
274
$17.1K ﹤0.01%
496
275
$16.7K ﹤0.01%
+619