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
376
$1.63K ﹤0.01%
16
+2
377
$1.56K ﹤0.01%
114
378
$1.4K ﹤0.01%
50
379
$1.24K ﹤0.01%
100
380
$1.08K ﹤0.01%
44
381
$963 ﹤0.01%
150
382
$870 ﹤0.01%
100
383
$736 ﹤0.01%
110
384
$700 ﹤0.01%
10
385
$567 ﹤0.01%
+286
386
$496 ﹤0.01%
18
387
$490 ﹤0.01%
100
388
$325 ﹤0.01%
50
389
$186 ﹤0.01%
5
390
$114 ﹤0.01%
32
391
– –
-1,826
392
– –
-20,571
393
– –
-60
394
– –
-550
395
– –
-40
396
– –
-333
397
– –
-80
12 13 14 15
16