HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
-3.21%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$392M
AUM Growth
-$13M
(-3.2%)
Cap. Flow
+$2.82M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
22.96%
Holding
397
New
30
Increased
48
Reduced
85
Closed
7
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$3.75M |
| 2 |
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
|
$1.32M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$632K |
| 4 |
JPMorgan Municipal ETF
JMUB
|
$214K |
| 5 |
TSMC
TSM
|
$192K |
Top Sells
Sector Composition
| 1 | Industrials | 16.04% |
| 2 | Technology | 15.32% |
| 3 | Healthcare | 10.27% |
| 4 | Consumer Staples | 9.19% |
| 5 | Energy | 6.12% |
