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
326
$3.16K ﹤0.01%
100
327
$3.13K ﹤0.01%
5,906
328
$3.12K ﹤0.01%
29
329
$3K ﹤0.01%
6
330
$2.95K ﹤0.01%
43
331
$2.92K ﹤0.01%
+85
332
$2.86K ﹤0.01%
297
333
$2.78K ﹤0.01%
300
334
$2.76K ﹤0.01%
+14
335
$2.7K ﹤0.01%
40
336
$2.7K ﹤0.01%
94
337
$2.68K ﹤0.01%
11
338
$2.54K ﹤0.01%
25
339
$2.48K ﹤0.01%
30
340
$2.47K ﹤0.01%
+3
341
$2.45K ﹤0.01%
25
342
$2.34K ﹤0.01%
29
343
$2.3K ﹤0.01%
35
344
$2.29K ﹤0.01%
50
345
$2.17K ﹤0.01%
376
346
$2.11K ﹤0.01%
747
347
$2.06K ﹤0.01%
49
348
$2K ﹤0.01%
533
349
$1.96K ﹤0.01%
100
350
$1.95K ﹤0.01%
13
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