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
126
$563K 0.15%
6,000
127
$545K 0.14%
3,302
-4
128
$544K 0.14%
2,971
129
$536K 0.14%
6,833
130
$524K 0.14%
16,982
-370
131
$457K 0.12%
2,000
132
$429K 0.11%
1,686
+8
133
$426K 0.11%
34,135
134
$423K 0.11%
1,164
-6
135
$409K 0.11%
1,673
136
$379K 0.1%
11,113
-336
137
$376K 0.1%
1,000
138
$374K 0.1%
11,500
139
$359K 0.09%
9,595
140
$344K 0.09%
41,348
+1,500
141
$342K 0.09%
4,000
142
$338K 0.09%
27,134
143
$300K 0.08%
1,632
-54
144
$294K 0.08%
915
-66
145
$288K 0.07%
3,000
146
$283K 0.07%
4,000
147
$256K 0.07%
7,410
148
$246K 0.06%
12,761
-90
149
$243K 0.06%
1,840
150
$239K 0.06%
1,949
4 5
6
7 8