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
276
$10.2K ﹤0.01%
130
277
$10.1K ﹤0.01%
420
278
$10K ﹤0.01%
186
279
$9.99K ﹤0.01%
80
280
$9.82K ﹤0.01%
100
281
$9.55K ﹤0.01%
5,000
282
$9.22K ﹤0.01%
+1,450
283
$9.17K ﹤0.01%
175
284
$9.16K ﹤0.01%
500
285
$9.16K ﹤0.01%
1,000
286
$8.85K ﹤0.01%
200
287
$8.77K ﹤0.01%
183
288
$8.75K ﹤0.01%
298
289
$8.66K ﹤0.01%
444
-328
290
$8.62K ﹤0.01%
31
-35
291
$8.54K ﹤0.01%
114
292
$8.43K ﹤0.01%
12
293
$8.38K ﹤0.01%
217
294
$8.31K ﹤0.01%
+330
295
$8.1K ﹤0.01%
549
-173
296
$8.07K ﹤0.01%
50
297
$7.66K ﹤0.01%
58
298
$7.32K ﹤0.01%
300
299
$7.12K ﹤0.01%
550
300
$6.93K ﹤0.01%
33
10 11
12
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