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
301
$6.84K ﹤0.01%
600
302
$6.24K ﹤0.01%
675
303
$6.12K ﹤0.01%
4
304
$5.99K ﹤0.01%
19
305
$5.84K ﹤0.01%
25
306
$5.79K ﹤0.01%
15
307
$5.65K ﹤0.01%
598
308
$5.62K ﹤0.01%
105
309
$5.31K ﹤0.01%
353
310
$5.11K ﹤0.01%
298
311
$4.91K ﹤0.01%
48
312
$4.84K ﹤0.01%
60
313
$4.77K ﹤0.01%
40
314
$4.77K ﹤0.01%
66
315
$4.67K ﹤0.01%
40
316
$4.41K ﹤0.01%
35
317
$4.37K ﹤0.01%
42
318
$4.35K ﹤0.01%
35
319
$4.02K ﹤0.01%
19
320
$3.75K ﹤0.01%
+1,000
321
$3.73K ﹤0.01%
65
322
$3.5K ﹤0.01%
39
323
$3.5K ﹤0.01%
50
324
$3.3K ﹤0.01%
86
325
$3.26K ﹤0.01%
50
11 12
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