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
$387M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$1.14M
3
+$718K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$569K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$492K

Top Sells

1
+$1.97M
2
+$1.17M
3
+$1.02M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$639K
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$295K

Sector Composition

1 Industrials 16.69%
2 Technology 14.65%
3 Consumer Staples 10.23%
4 Healthcare 9.8%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.18%
29,528
-289
27
$4.57M 1.18%
16,000
28
$4.53M 1.17%
11,752
-59
29
$4.11M 1.06%
41,095
-581
30
$4.07M 1.05%
76,500
31
$4.05M 1.05%
17,944
-838
32
$4M 1.03%
25,100
33
$3.79M 0.98%
38,743
-508
34
$3.71M 0.96%
16,603
-378
35
$3.7M 0.96%
48,000
36
$3.54M 0.92%
70,379
-20,264
37
$3.53M 0.91%
26,298
-338
38
$3.52M 0.91%
16,600
39
$3.43M 0.89%
20,000
40
$3.37M 0.87%
10,020
41
$3.33M 0.86%
17,886
+10
42
$3.31M 0.85%
31,071
-916
43
$3.23M 0.83%
98,807
+846
44
$3.22M 0.83%
46,166
-1,223
45
$3.05M 0.79%
95,282
-5,102
46
$3.02M 0.78%
32,508
-2,655
47
$2.99M 0.77%
9,668
-190
48
$2.94M 0.76%
71,542
+17,499
49
$2.78M 0.72%
40,075
-249
50
$2.71M 0.7%
12,152
-363
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