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
51
$2.7M 0.7%
25,981
+205
52
$2.69M 0.69%
16,050
-298
53
$2.63M 0.68%
13,047
-109
54
$2.61M 0.68%
94,650
-70
55
$2.45M 0.63%
14,817
-193
56
$2.41M 0.62%
192,520
-1,965
57
$2.38M 0.61%
42,516
+922
58
$2.34M 0.61%
31,483
+313
59
$2.33M 0.6%
11,642
-206
60
$2.26M 0.58%
32,447
-266
61
$2.22M 0.57%
76,120
-3,070
62
$2.16M 0.56%
26,000
63
$2.09M 0.54%
20,618
-16
64
$2.06M 0.53%
46,149
65
$2.06M 0.53%
21,149
-16
66
$2.04M 0.53%
18,901
+5,285
67
$1.99M 0.51%
39,177
-12,575
68
$1.97M 0.51%
15,829
-194
69
$1.92M 0.5%
50,237
+28
70
$1.9M 0.49%
18,405
+488
71
$1.89M 0.49%
38,496
-432
72
$1.8M 0.47%
3,805
-2
73
$1.79M 0.46%
18,605
+29
74
$1.76M 0.45%
24,505
-690
75
$1.76M 0.45%
7,094
1 2
3
4 5