HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
-0.91%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$488M
AUM Growth
-$1.07M
(-0.22%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
397
New
17
Increased
53
Reduced
113
Closed
20
Top Buys
| 1 |
PGIM AAA CLO ETF
PAAA
|
$9.24M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
$1.54M |
| 3 |
Netflix
NFLX
|
$1.16M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$726K |
| 5 |
KLA
KLAC
|
$519K |
Top Sells
| 1 |
Comcast
CMCSA
|
$986K |
| 2 |
Walt Disney
DIS
|
$651K |
| 3 |
Oracle
ORCL
|
$440K |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
$319K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$283K |
Sector Composition
| 1 | Technology | 17.08% |
| 2 | Industrials | 16.04% |
| 3 | Consumer Staples | 8.61% |
| 4 | Healthcare | 8.51% |
| 5 | Financials | 7.01% |
