HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+6.6%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$489M
AUM Growth
+$23M
(+4.9%)
Cap. Flow
-$4.81M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
28.67%
Holding
409
New
14
Increased
74
Reduced
80
Closed
29
Top Buys
| 1 |
Microsoft
MSFT
|
$861K |
| 2 |
SW
Smurfit Westrock plc
SW
|
$596K |
| 3 |
Walt Disney
DIS
|
$524K |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$385K |
| 5 |
Applied Materials
AMAT
|
$354K |
Top Sells
| 1 |
National Fuel Gas
NFG
|
$1.1M |
| 2 |
Dominion Energy
D
|
$987K |
| 3 |
WRK
WestRock Company
WRK
|
$832K |
| 4 |
Merck
MRK
|
$654K |
| 5 |
Apple
AAPL
|
$505K |
Sector Composition
| 1 | Technology | 16.91% |
| 2 | Industrials | 16.38% |
| 3 | Healthcare | 9.64% |
| 4 | Consumer Staples | 9.01% |
| 5 | Financials | 6.5% |
