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
326
$5.62K ﹤0.01%
40
327
$5.55K ﹤0.01%
216
+16
328
$5.55K ﹤0.01%
25
329
$5.46K ﹤0.01%
100
-100
330
$5.26K ﹤0.01%
1,450
331
$5.25K ﹤0.01%
35
332
$4.8K ﹤0.01%
35
333
$4.53K ﹤0.01%
105
334
$4.43K ﹤0.01%
4
335
$4.14K ﹤0.01%
+44
336
$4.07K ﹤0.01%
+97
337
$3.85K ﹤0.01%
19
338
$3.83K ﹤0.01%
42
339
$3.81K ﹤0.01%
66
340
$3.54K ﹤0.01%
598
341
$3.52K ﹤0.01%
376
342
$3.46K ﹤0.01%
50
343
$3.44K ﹤0.01%
5,000
344
$3.39K ﹤0.01%
65
345
$3.37K ﹤0.01%
86
346
$3.34K ﹤0.01%
39
347
$3.29K ﹤0.01%
4
+1
348
$3.27K ﹤0.01%
85
349
$3.16K ﹤0.01%
300
350
$3.03K ﹤0.01%
720
12 13
14
15 16