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
101
$1.13M 0.29%
34,959
-1,121
102
$1.13M 0.29%
14,087
-257
103
$1.11M 0.28%
33,700
-1,000
104
$1.11M 0.28%
14,804
-700
105
$1.09M 0.28%
7,000
106
$1.09M 0.28%
2,369
+349
107
$1.08M 0.28%
21,783
+784
108
$1.07M 0.27%
3,300
109
$1.03M 0.26%
19,302
110
$1.01M 0.26%
19,035
-627
111
$958K 0.24%
13,000
112
$941K 0.24%
10,825
+2,210
113
$895K 0.23%
6,000
114
$894K 0.23%
32,645
-3,000
115
$876K 0.22%
16,994
-41
116
$846K 0.22%
27,749
-160
117
$845K 0.22%
27,569
-1,132
118
$829K 0.21%
6,335
119
$775K 0.2%
20,500
120
$745K 0.19%
6,833
121
$663K 0.17%
12,969
122
$652K 0.17%
18,217
-1,655
123
$619K 0.16%
10,276
124
$582K 0.15%
10,400
+8
125
$576K 0.15%
15,438
+497
3 4
5
6 7