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
151
$267K 0.07%
4,000
152
$258K 0.07%
1,033
153
$256K 0.07%
4,000
154
$251K 0.06%
16,697
-1,998
155
$243K 0.06%
2,749
156
$235K 0.06%
1,500
157
$230K 0.06%
1,840
158
$228K 0.06%
5,654
-1,367
159
$198K 0.05%
2,365
-167
160
$186K 0.05%
1,949
161
$178K 0.05%
2,516
162
$165K 0.04%
380
163
$159K 0.04%
1,257
164
$158K 0.04%
4,777
165
$150K 0.04%
3,651
+7
166
$141K 0.04%
+4,933
167
$140K 0.04%
2,607
+7
168
$131K 0.03%
1,120
169
$130K 0.03%
4,555
-913
170
$130K 0.03%
+2,573
171
$129K 0.03%
3,649
-621
172
$121K 0.03%
2,092
173
$120K 0.03%
2,515
+18
174
$119K 0.03%
1,402
-196
175
$118K 0.03%
555
5 6
7
8 9