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
176
$115K 0.03%
2,198
177
$114K 0.03%
1,602
-600
178
$109K 0.03%
412
179
$108K 0.03%
1,940
180
$108K 0.03%
1,700
+10
181
$103K 0.03%
2,716
+224
182
$101K 0.03%
4,100
183
$101K 0.03%
907
184
$98.8K 0.03%
1,800
185
$98.8K 0.03%
2,000
186
$93.3K 0.02%
1,465
187
$88.4K 0.02%
2,876
188
$87.5K 0.02%
+987
189
$87.5K 0.02%
214
+37
190
$86.4K 0.02%
3,755
191
$86.2K 0.02%
2,600
192
$86K 0.02%
5,000
193
$77.4K 0.02%
2,000
194
$74K 0.02%
1,300
-1,200
195
$71.8K 0.02%
2,560
196
$70.5K 0.02%
300
197
$69.6K 0.02%
522
198
$68.4K 0.02%
160
199
$63.5K 0.02%
778
+228
200
$62.7K 0.02%
1,000
6 7
8
9 10