HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$726K
2
+$712K
3
+$601K
4
ABBV icon
AbbVie
ABBV
+$535K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$507K

Top Sells

1
+$984K
2
+$690K
3
+$638K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$576K
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
376
$2K ﹤0.01%
100
377
$2K ﹤0.01%
50
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
4
380
$1K ﹤0.01%
39
381
$1K ﹤0.01%
6
382
$1K ﹤0.01%
+38
383
$1K ﹤0.01%
100
384
– –
0
385
$1K ﹤0.01%
3
386
– –
-85
387
– –
-4,007
388
– –
-2,743
389
– –
-111
390
– –
-28
391
– –
-3,000
392
– –
-12,500
393
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-1,192
394
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-40
395
– –
-1,801
396
– –
-4,800
397
– –
-300
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