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
176
$100K 0.02%
2,078
177
$88K 0.02%
+473
178
$88K 0.02%
6,274
-74
179
$87K 0.02%
1,971
180
$81K 0.02%
1,581
181
$78K 0.02%
160
182
$73K 0.02%
963
183
$72K 0.02%
221
-15
184
$72K 0.02%
2,631
-235
185
$72K 0.02%
1,465
186
$72K 0.02%
295
+48
187
$72K 0.02%
1,000
188
$71K 0.02%
2,560
189
$71K 0.02%
1,377
190
$69K 0.02%
300
191
$69K 0.02%
1,168
192
$65K 0.02%
177
193
$65K 0.02%
2,107
194
$62K 0.02%
550
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195
$62K 0.02%
725
196
$56K 0.01%
500
197
$55K 0.01%
+1,196
198
$55K 0.01%
2,135
199
$54K 0.01%
255
200
$54K 0.01%
+2,476
6 7
8
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