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
351
$4K ﹤0.01%
+100
352
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416
-4
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456
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+3
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+800
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175
357
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86
358
$3K ﹤0.01%
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55
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50
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100
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$2K ﹤0.01%
50
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