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
176
$112K 0.03%
1,120
+40
177
$107K 0.03%
2,612
-48,177
178
$106K 0.03%
513
179
$104K 0.03%
2,000
-151
180
$99.9K 0.03%
718
181
$94.3K 0.02%
1,800
182
$92.8K 0.02%
5,000
183
$87.5K 0.02%
2,876
-1,144
184
$85.2K 0.02%
1,465
185
$84K 0.02%
796
186
$83.7K 0.02%
177
187
$81.6K 0.02%
1,284
+9
188
$78.1K 0.02%
1,029
189
$76.6K 0.02%
2,560
190
$75.9K 0.02%
2,000
191
$71.9K 0.02%
180
+13
192
$71.5K 0.02%
300
193
$70.8K 0.02%
1,206
194
$70.5K 0.02%
1,377
195
$68.3K 0.02%
2,320
196
$67.9K 0.02%
522
197
$66.5K 0.02%
2,102
198
$64K 0.02%
283
199
$63.6K 0.02%
1,576
+372
200
$61.6K 0.02%
1,168
6 7
8
9 10