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
151
$232K 0.06%
8,300
152
$232K 0.06%
1,500
153
$210K 0.05%
2,749
-773
154
$186K 0.05%
5,468
-81
155
$175K 0.05%
2,516
156
$175K 0.05%
380
157
$165K 0.04%
2,202
-342
158
$156K 0.04%
2,500
159
$150K 0.04%
1,257
160
$147K 0.04%
1,881
161
$142K 0.04%
1,765
162
$138K 0.04%
6,197
+1,443
163
$136K 0.04%
2,092
164
$136K 0.04%
2,600
+25
165
$131K 0.03%
3,636
+7
166
$131K 0.03%
3,755
167
$125K 0.03%
2,476
168
$124K 0.03%
412
169
$123K 0.03%
1,940
170
$117K 0.03%
1,598
-13
171
$116K 0.03%
907
172
$115K 0.03%
4,100
-68
173
$114K 0.03%
2,278
174
$113K 0.03%
555
175
$112K 0.03%
3,493
5 6
7
8 9