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
126
$413K 0.1%
1,161
127
$382K 0.09%
3,000
128
$378K 0.09%
12,115
+5
129
$375K 0.09%
9,595
-50
130
$364K 0.09%
1,000
131
$347K 0.09%
4,765
-79
132
$347K 0.09%
6,660
133
$324K 0.08%
5,549
134
$322K 0.08%
2,425
135
$319K 0.08%
35,035
136
$296K 0.07%
3,500
137
$279K 0.07%
4,000
138
$275K 0.07%
1,662
139
$263K 0.07%
1,666
+2
140
$251K 0.06%
3,178
-50
141
$245K 0.06%
7,996
-5,103
142
$245K 0.06%
4,000
143
$219K 0.05%
28,470
-476
144
$215K 0.05%
3,283
-159
145
$213K 0.05%
1,777
+547
146
$210K 0.05%
33,848
-5,000
147
$199K 0.05%
1,840
148
$191K 0.05%
10,665
149
$180K 0.04%
8,300
150
$178K 0.04%
1,206
+18
4 5
6
7 8