HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
This Quarter Return
+1.45%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$466M
AUM Growth
+$466M
(-1.6%)
Cap. Flow
-$3.91M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
28.94%
Holding
422
New
40
Increased
61
Reduced
121
Closed
27
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.35M |
| 2 |
JPMorgan US Tech Leaders ETF
JTEK
|
$4.23M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.97M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.33M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Industrials | 15.82% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Staples | 8.91% |
| 5 | Financials | 6.3% |
