HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 3.28%
274,611
-20,142
2
$12.9M 3.2%
54,718
-32
3
$11.7M 2.91%
139,675
-6,551
4
$9.48M 2.35%
295,041
-1,647
5
$9.34M 2.32%
61,376
-1,328
6
$8.47M 2.1%
69,315
-809
7
$8.16M 2.02%
44,221
-1,523
8
$7.89M 1.96%
67,955
+917
9
$7.54M 1.87%
178,277
-486
10
$7.32M 1.82%
114,390
+1,663
11
$7.02M 1.74%
22,988
+208
12
$6.53M 1.62%
54,477
-35
13
$6.45M 1.6%
29,730
-136
14
$6.09M 1.51%
45,588
-3,802
15
$6.05M 1.5%
37,685
+346
16
$6M 1.49%
40,000
17
$5.84M 1.45%
25,188
-446
18
$5.59M 1.39%
15,871
+147
19
$5.39M 1.34%
32,791
+147
20
$5.22M 1.29%
348,134
-8,533
21
$4.99M 1.24%
100,100
-12,793
22
$4.88M 1.21%
22,040
23
$4.74M 1.17%
33,476
+418
24
$4.71M 1.17%
36,465
25
$4.5M 1.12%
33,253
+409
1
2 3 4 5