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
326
$6K ﹤0.01%
+30
327
$6K ﹤0.01%
+100
328
$6K ﹤0.01%
200
-450
329
$6K ﹤0.01%
+70
330
$6K ﹤0.01%
80
-140
331
$6K ﹤0.01%
+70
332
$6K ﹤0.01%
+35
333
$5K ﹤0.01%
+400
334
$5K ﹤0.01%
598
335
$5K ﹤0.01%
+400
336
$5K ﹤0.01%
70
337
$5K ﹤0.01%
30
338
$5K ﹤0.01%
+25
339
$5K ﹤0.01%
+25
340
$5K ﹤0.01%
10
341
$5K ﹤0.01%
225
342
$5K ﹤0.01%
100
343
$5K ﹤0.01%
+50
344
$5K ﹤0.01%
200
345
$4K ﹤0.01%
+30
346
$4K ﹤0.01%
+50
347
$4K ﹤0.01%
+300
348
$4K ﹤0.01%
+50
349
$4K ﹤0.01%
60
350
$4K ﹤0.01%
65
12 13
14
15 16