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
126
$568K 0.15%
6,000
127
$558K 0.14%
1,103
+1
128
$538K 0.14%
35,140
129
$536K 0.14%
16,652
130
$530K 0.14%
2,000
131
$509K 0.13%
2,971
132
$506K 0.13%
14,938
133
$491K 0.13%
3,288
-5
134
$460K 0.12%
1,163
135
$445K 0.11%
1,673
136
$395K 0.1%
36,674
-924
137
$393K 0.1%
1,000
138
$392K 0.1%
9,595
139
$381K 0.1%
27,134
140
$357K 0.09%
11,500
141
$345K 0.09%
6,181
-193
142
$341K 0.09%
45,348
143
$339K 0.09%
1,693
+5
144
$335K 0.09%
934
+11
145
$331K 0.08%
1,632
146
$328K 0.08%
3,478
147
$326K 0.08%
8,300
148
$295K 0.08%
8,349
-2,594
149
$291K 0.07%
3,000
150
$280K 0.07%
7,410
4 5
6
7 8