HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+8.6%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$403M
AUM Growth
+$26.5M
(+7%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
23.82%
Holding
397
New
47
Increased
63
Reduced
81
Closed
12
Top Buys
| 1 |
Chevron
CVX
|
$779K |
| 2 |
Phillips 66
PSX
|
$739K |
| 3 |
Broadcom
AVGO
|
$603K |
| 4 |
AbbVie
ABBV
|
$541K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$507K |
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$971K |
| 2 |
ConocoPhillips
COP
|
$706K |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$638K |
| 4 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$550K |
| 5 |
TotalEnergies
TTE
|
$524K |
Sector Composition
| 1 | Industrials | 16.89% |
| 2 | Technology | 14.15% |
| 3 | Healthcare | 10.03% |
| 4 | Consumer Staples | 9.35% |
| 5 | Financials | 7.82% |
