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
101
$1.2M 0.31%
30,319
-325
102
$1.16M 0.3%
19,302
+98
103
$1.13M 0.29%
19,641
+222
104
$1.09M 0.28%
6,000
105
$1.08M 0.28%
23,654
-352
106
$1.08M 0.28%
3,300
107
$1.08M 0.28%
4,207
-50
108
$1.07M 0.28%
21,652
-373
109
$1.06M 0.27%
20,987
-4,379
110
$1.04M 0.27%
20,999
111
$1.03M 0.27%
13,000
112
$954K 0.25%
17,401
-222
113
$945K 0.24%
26,798
-254
114
$942K 0.24%
6,517
-788
115
$937K 0.24%
25,982
-292
116
$923K 0.24%
35,645
-34
117
$910K 0.24%
14,180
+20
118
$859K 0.22%
20,500
119
$815K 0.21%
15,870
-518
120
$782K 0.2%
12,969
121
$742K 0.19%
18,300
+2,151
122
$657K 0.17%
6,329
-13
123
$645K 0.17%
10,392
+29
124
$635K 0.16%
1,102
+2
125
$616K 0.16%
10,276
-22
3 4
5
6 7