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
201
$60.3K 0.02%
466
202
$59.3K 0.02%
+1,810
203
$57.8K 0.01%
+704
204
$56.6K 0.01%
600
205
$56.2K 0.01%
845
206
$55.9K 0.01%
781
-52
207
$54.9K 0.01%
308
208
$53K 0.01%
1,000
209
$52.6K 0.01%
1,400
210
$52.1K 0.01%
500
211
$51.7K 0.01%
259
212
$51K 0.01%
288
+98
213
$50.9K 0.01%
160
214
$50.6K 0.01%
1,820
215
$50.4K 0.01%
123
216
$48.7K 0.01%
466
217
$47.7K 0.01%
278
218
$46.5K 0.01%
1,196
219
$44K 0.01%
107
220
$43.2K 0.01%
8,415
221
$42.6K 0.01%
672
222
$42.1K 0.01%
200
223
$41.9K 0.01%
473
224
$41.9K 0.01%
398
225
$41.1K 0.01%
629
7 8
9
10 11