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
201
$53K 0.01%
1,400
202
$53K 0.01%
2,320
-200
203
$51K 0.01%
225
204
$47K 0.01%
740
205
$46K 0.01%
906
+12
206
$45K 0.01%
3,046
207
$45K 0.01%
446
-74
208
$44K 0.01%
600
209
$43K 0.01%
107
210
$43K 0.01%
694
211
$43K 0.01%
325
+125
212
$42K 0.01%
+599
213
$42K 0.01%
278
214
$41K 0.01%
200
215
$40K 0.01%
707
+3
216
$36K 0.01%
466
217
$36K 0.01%
91
-171
218
$36K 0.01%
400
219
$35K 0.01%
200
220
$35K 0.01%
700
221
$34K 0.01%
388
222
$34K 0.01%
533
223
$32K 0.01%
115
224
$32K 0.01%
155
-5
225
$32K 0.01%
+323
7 8
9
10 11