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
76
$1.73M 0.45%
20,473
-826
77
$1.73M 0.45%
8,133
-494
78
$1.72M 0.44%
4,451
79
$1.69M 0.44%
7,987
-723
80
$1.65M 0.43%
54,057
+724
81
$1.63M 0.42%
6,823
82
$1.61M 0.42%
34,069
+3,299
83
$1.53M 0.4%
17,600
84
$1.49M 0.38%
12,976
85
$1.49M 0.38%
49,781
-150
86
$1.47M 0.38%
51,337
+27
87
$1.45M 0.38%
48,241
-1,301
88
$1.44M 0.37%
5,000
89
$1.42M 0.37%
51,260
+190
90
$1.41M 0.36%
15,500
91
$1.41M 0.36%
36,205
-349
92
$1.39M 0.36%
18,000
93
$1.36M 0.35%
7,000
94
$1.33M 0.34%
15,117
95
$1.31M 0.34%
27,769
+10,401
96
$1.3M 0.34%
9,947
-50
97
$1.26M 0.33%
4,507
-5
98
$1.25M 0.32%
34,700
-123
99
$1.24M 0.32%
32,697
-973
100
$1.21M 0.31%
9,006
-50
2 3
4
5 6