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
301
$10.3K ﹤0.01%
1,000
302
$10.2K ﹤0.01%
231
303
$10.2K ﹤0.01%
321
304
$10.1K ﹤0.01%
186
305
$10.1K ﹤0.01%
300
306
$9.91K ﹤0.01%
200
307
$9.77K ﹤0.01%
114
308
$9.59K ﹤0.01%
366
309
$9.43K ﹤0.01%
175
310
$9.05K ﹤0.01%
100
311
$8.97K ﹤0.01%
235
312
$8.46K ﹤0.01%
200
313
$7.97K ﹤0.01%
31
314
$7.91K ﹤0.01%
273
315
$7.82K ﹤0.01%
500
316
$7.75K ﹤0.01%
58
317
$7.73K ﹤0.01%
33
318
$7.62K ﹤0.01%
444
319
$7.56K ﹤0.01%
130
320
$7.08K ﹤0.01%
300
321
$6.88K ﹤0.01%
15
322
$6.62K ﹤0.01%
50
323
$6.61K ﹤0.01%
19
324
$5.74K ﹤0.01%
600
325
$5.71K ﹤0.01%
378
11 12
13
14 15