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
26
$4.85M 1.24%
11,699
27
$4.83M 1.23%
49,922
-36
28
$4.63M 1.18%
31,745
-31
29
$4.51M 1.15%
11,952
+20
30
$4.27M 1.09%
20,000
31
$3.9M 1%
10,020
32
$3.88M 0.99%
17,634
+8
33
$3.74M 0.96%
25,100
34
$3.64M 0.93%
15,148
-23
35
$3.61M 0.92%
15,684
-295
36
$3.42M 0.87%
42,211
+47
37
$3.28M 0.84%
65,404
-3,681
38
$3.27M 0.83%
16,587
39
$3.18M 0.81%
24,102
-191
40
$3.14M 0.8%
92,293
-1,802
41
$3.14M 0.8%
25,943
-526
42
$3.11M 0.79%
76,500
43
$3.08M 0.79%
29,124
-312
44
$3.05M 0.78%
8,701
-140
45
$2.89M 0.74%
28,086
-339
46
$2.86M 0.73%
17,976
+114
47
$2.8M 0.71%
38,891
+1
48
$2.79M 0.71%
27,220
+6,159
49
$2.75M 0.7%
48,000
50
$2.72M 0.69%
96,640
-20
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2
3 4 5