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
351
$1.92K ﹤0.01%
55
352
$1.77K ﹤0.01%
100
353
$1.75K ﹤0.01%
+18
354
$1.72K ﹤0.01%
50
355
$1.65K ﹤0.01%
203
-97
356
$1.6K ﹤0.01%
100
357
$1.53K ﹤0.01%
6
358
$1.3K ﹤0.01%
+14
359
$1.29K ﹤0.01%
+14
360
$1.26K ﹤0.01%
100
361
$1.26K ﹤0.01%
110
362
$1.24K ﹤0.01%
66
-67
363
$1.18K ﹤0.01%
50
364
$1.16K ﹤0.01%
114
365
$1.12K ﹤0.01%
100
366
$1.09K ﹤0.01%
40
367
$929 ﹤0.01%
60
368
$921 ﹤0.01%
150
369
$900 ﹤0.01%
110
370
$890 ﹤0.01%
1,000
371
$875 ﹤0.01%
100
372
$739 ﹤0.01%
10
373
$648 ﹤0.01%
18
374
$278 ﹤0.01%
200
375
$210 ﹤0.01%
5
12 13 14
15
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