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
201
$62.5K 0.02%
1,576
202
$62.3K 0.02%
2,320
203
$60K 0.02%
466
204
$59.6K 0.02%
2,134
205
$58.9K 0.02%
+1,754
206
$58K 0.01%
629
207
$56.9K 0.01%
2,102
208
$55K 0.01%
500
209
$54.7K 0.01%
1,820
210
$54.4K 0.01%
308
211
$53.1K 0.01%
1,206
212
$52.9K 0.01%
512
213
$52.5K 0.01%
259
214
$52.1K 0.01%
888
215
$50.8K 0.01%
869
-100
216
$47.4K 0.01%
696
-8
217
$46.6K 0.01%
799
218
$46.5K 0.01%
434
+190
219
$45.9K 0.01%
107
220
$45.9K 0.01%
398
221
$45.4K 0.01%
278
222
$44.7K 0.01%
600
223
$44.2K 0.01%
397
224
$44.1K 0.01%
10,000
225
$43.1K 0.01%
466
7 8
9
10 11