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
51
$2.66M 0.68%
38,288
-248
52
$2.59M 0.66%
20,385
-146
53
$2.54M 0.65%
12,498
-15
54
$2.51M 0.64%
17,380
-107
55
$2.46M 0.63%
20,503
-90
56
$2.44M 0.62%
63,013
-37,661
57
$2.41M 0.61%
41,444
-439
58
$2.35M 0.6%
4,666
+42
59
$2.34M 0.6%
33,517
-202
60
$2.28M 0.58%
4,471
61
$2.26M 0.58%
51,960
62
$2.1M 0.54%
32,447
63
$2.06M 0.53%
75,235
-5
64
$2.01M 0.51%
44,966
-1,055
65
$1.99M 0.51%
26,621
-264
66
$1.98M 0.51%
7,000
67
$1.97M 0.5%
26,000
68
$1.95M 0.5%
21,094
69
$1.94M 0.49%
17,272
+69
70
$1.94M 0.49%
46,079
71
$1.89M 0.48%
37,372
-1,880
72
$1.83M 0.47%
7,094
73
$1.8M 0.46%
53,779
+210
74
$1.76M 0.45%
52,099
+102
75
$1.72M 0.44%
5,741
-374
1 2
3
4 5