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
76
$1.89M 0.47%
21,326
+85
77
$1.86M 0.46%
51,334
+157
78
$1.85M 0.46%
17,482
+158
79
$1.82M 0.45%
40,254
+1,356
80
$1.77M 0.44%
6,823
81
$1.75M 0.43%
48,189
-475
82
$1.73M 0.43%
7,300
-49
83
$1.71M 0.42%
20,927
+9,069
84
$1.68M 0.42%
24,507
+591
85
$1.59M 0.39%
17,600
86
$1.55M 0.38%
24,949
-234
87
$1.43M 0.35%
27,829
-454
88
$1.42M 0.35%
18,000
89
$1.41M 0.35%
5,000
90
$1.4M 0.35%
26,361
-1,489
91
$1.38M 0.34%
10,859
-92
92
$1.34M 0.33%
13,915
-39
93
$1.32M 0.33%
13,487
94
$1.31M 0.32%
15,511
+816
95
$1.3M 0.32%
25,958
+39
96
$1.28M 0.32%
29,333
-695
97
$1.25M 0.31%
24,444
+9,934
98
$1.19M 0.3%
7,000
-16
99
$1.19M 0.29%
50,147
+214
100
$1.18M 0.29%
19,684
2 3
4
5 6