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
101
$1.15M 0.29%
8,117
+64
102
$1.13M 0.28%
17,697
-37
103
$1.11M 0.28%
4,608
-10
104
$1.09M 0.27%
25,903
-425
105
$1.08M 0.27%
3,300
-1,000
106
$1.06M 0.26%
4,753
107
$1.03M 0.26%
19,338
+623
108
$985K 0.24%
6,000
109
$851K 0.21%
38,641
-517
110
$684K 0.17%
10,484
+286
111
$667K 0.17%
49,960
112
$656K 0.16%
6,360
-120
113
$624K 0.15%
6,000
114
$605K 0.15%
12,969
115
$603K 0.15%
+13,000
116
$594K 0.15%
5,032
-9
117
$570K 0.14%
10,811
-109
118
$568K 0.14%
2,000
119
$526K 0.13%
23,018
-405
120
$508K 0.13%
9,494
+348
121
$478K 0.12%
3,379
-67
122
$474K 0.12%
1,486
+181
123
$456K 0.11%
2,283
-100
124
$417K 0.1%
1,715
+30
125
$415K 0.1%
2,597
3 4
5
6 7