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
351
$3K ﹤0.01%
40
352
$2.98K ﹤0.01%
17
+3
353
$2.95K ﹤0.01%
353
354
$2.93K ﹤0.01%
297
355
$2.93K ﹤0.01%
+43
356
$2.92K ﹤0.01%
29
357
$2.91K ﹤0.01%
11
358
$2.62K ﹤0.01%
6
359
$2.6K ﹤0.01%
30
360
$2.48K ﹤0.01%
28
+10
361
$2.47K ﹤0.01%
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362
$2.39K ﹤0.01%
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363
$2.36K ﹤0.01%
50
364
$2.33K ﹤0.01%
100
365
$2.26K ﹤0.01%
100
366
$2.13K ﹤0.01%
29
367
$2.09K ﹤0.01%
13
368
$2.08K ﹤0.01%
30
369
$2.04K ﹤0.01%
55
370
$2.02K ﹤0.01%
49
371
$1.94K ﹤0.01%
100
372
$1.9K ﹤0.01%
43
373
$1.85K ﹤0.01%
50
374
$1.75K ﹤0.01%
6
375
$1.72K ﹤0.01%
100
12 13 14
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