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
$403M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$739K
3
+$603K
4
ABBV icon
AbbVie
ABBV
+$541K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$507K

Top Sells

1
+$971K
2
+$706K
3
+$638K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$550K
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
26
$4.49M 1.11%
11,995
-195
27
$4.46M 1.11%
16,600
28
$4.43M 1.1%
16,050
29
$4.38M 1.09%
12,219
-54
30
$4.3M 1.07%
215,148
-9,950
31
$4.14M 1.03%
39,489
+7,438
32
$4.13M 1.02%
81,267
+753
33
$4.12M 1.02%
20,664
-136
34
$4.01M 1%
18,956
+413
35
$3.85M 0.96%
27,703
+420
36
$3.63M 0.9%
48,000
37
$3.61M 0.9%
34,940
-740
38
$3.47M 0.86%
17,514
-473
39
$3.43M 0.85%
44,402
+382
40
$3.43M 0.85%
15,555
-26
41
$3.42M 0.85%
18,096
42
$3.36M 0.83%
45,655
+1,762
43
$3.33M 0.83%
43,867
+1,081
44
$3.3M 0.82%
59,113
+216
45
$3.16M 0.78%
10,020
46
$3.13M 0.78%
49,516
+60
47
$3.07M 0.76%
52,411
+1,098
48
$3.05M 0.76%
76,500
49
$3.01M 0.75%
19,480
-80
50
$2.95M 0.73%
10,016
+265
1
2
3 4 5