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
276
$16.5K ﹤0.01%
+72
277
$16.1K ﹤0.01%
+562
278
$15.8K ﹤0.01%
1,087
279
$15.6K ﹤0.01%
173
280
$15.6K ﹤0.01%
+109
281
$15.5K ﹤0.01%
100
282
$15K ﹤0.01%
370
283
$14.8K ﹤0.01%
1,124
284
$14.5K ﹤0.01%
94
285
$14.3K ﹤0.01%
58
286
$14.3K ﹤0.01%
119
287
$14.2K ﹤0.01%
325
288
$14K ﹤0.01%
502
289
$13.8K ﹤0.01%
255
290
$13.6K ﹤0.01%
450
291
$12.7K ﹤0.01%
217
292
$12.3K ﹤0.01%
110
+5
293
$12.2K ﹤0.01%
100
294
$12.2K ﹤0.01%
300
295
$11.9K ﹤0.01%
1,175
296
$11.8K ﹤0.01%
110
297
$11.8K ﹤0.01%
117
298
$11.3K ﹤0.01%
424
+2
299
$10.8K ﹤0.01%
55
300
$10.4K ﹤0.01%
12
10 11
12
13 14