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
151
$168K 0.04%
2,516
-137
152
$165K 0.04%
1,859
+5
153
$155K 0.04%
2,340
+400
154
$154K 0.04%
3,755
155
$151K 0.04%
2,500
156
$150K 0.04%
4,532
157
$143K 0.04%
2,567
-17
158
$142K 0.04%
642
159
$128K 0.03%
968
-113
160
$120K 0.03%
1,500
161
$119K 0.03%
3,493
+893
162
$118K 0.03%
2,275
-225
163
$118K 0.03%
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164
$117K 0.03%
1,800
165
$116K 0.03%
718
166
$115K 0.03%
4,708
-94
167
$115K 0.03%
1,940
168
$112K 0.03%
960
169
$110K 0.03%
495
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170
$107K 0.03%
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171
$106K 0.03%
283
172
$103K 0.03%
5,000
173
$102K 0.03%
1,653
+1
174
$102K 0.03%
412
175
$101K 0.03%
4,188
-37
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7
8 9