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
276
$14K ﹤0.01%
175
277
$14K ﹤0.01%
5,000
278
$13K ﹤0.01%
235
-215
279
$13K ﹤0.01%
122
280
$13K ﹤0.01%
100
281
$13K ﹤0.01%
110
282
$13K ﹤0.01%
255
283
$13K ﹤0.01%
+300
284
$13K ﹤0.01%
58
285
$12K ﹤0.01%
254
286
$12K ﹤0.01%
124
287
$12K ﹤0.01%
117
288
$12K ﹤0.01%
86
289
$12K ﹤0.01%
+50
290
$12K ﹤0.01%
200
291
$12K ﹤0.01%
53
292
$11K ﹤0.01%
35
293
$11K ﹤0.01%
130
294
$11K ﹤0.01%
100
295
$11K ﹤0.01%
+50
296
$11K ﹤0.01%
300
297
$11K ﹤0.01%
60
-150
298
$11K ﹤0.01%
80
299
$10K ﹤0.01%
170
300
$10K ﹤0.01%
+50
10 11
12
13 14