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
51
$2.95M 0.73%
56,681
-1,234
52
$2.83M 0.7%
37,547
+1,243
53
$2.8M 0.69%
10,950
+92
54
$2.78M 0.69%
14,902
+1
55
$2.78M 0.69%
39,562
+994
56
$2.77M 0.69%
20,000
57
$2.74M 0.68%
14,395
-32
58
$2.71M 0.67%
25,000
+5,000
59
$2.57M 0.64%
95,250
+240
60
$2.52M 0.63%
21,848
-104
61
$2.49M 0.62%
13,232
-50
62
$2.46M 0.61%
45,541
-1,132
63
$2.44M 0.6%
15,117
64
$2.4M 0.6%
46,904
65
$2.36M 0.59%
40,640
+131
66
$2.32M 0.57%
26,000
67
$2.27M 0.56%
84,790
-180
68
$2.14M 0.53%
8,416
-130
69
$2.13M 0.53%
55,174
-3,055
70
$2.13M 0.53%
5,735
+94
71
$2.13M 0.53%
4,483
72
$2.12M 0.53%
27,490
-684
73
$2.06M 0.51%
37,332
-6,748
74
$2.05M 0.51%
57,618
-3,007
75
$1.93M 0.48%
34,823
1 2
3
4 5