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
$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
1
$16M 4.1%
50,802
-103
2
$10.8M 2.75%
325,888
-6,344
3
$10.7M 2.73%
62,346
-88
4
$8.29M 2.12%
14,670
-10
5
$8.12M 2.07%
55,983
-225
6
$8.01M 2.05%
14,912
7
$7.95M 2.03%
258,475
-967
8
$7.03M 1.79%
231,702
-588
9
$6.54M 1.67%
38,777
-5
10
$6.47M 1.65%
21,426
-92
11
$6.45M 1.65%
164,064
-754
12
$6.41M 1.64%
23,485
-29
13
$6.29M 1.61%
53,489
-50
14
$6.27M 1.6%
119,612
-596
15
$6.26M 1.6%
284,756
-2,630
16
$5.52M 1.41%
36,183
-21
17
$5.45M 1.39%
121,902
+84,054
18
$5.2M 1.33%
28,148
-72
19
$5.16M 1.32%
33,159
-57
20
$5.13M 1.31%
30,291
-69
21
$5.08M 1.3%
22,040
22
$4.95M 1.27%
40,008
+2
23
$4.91M 1.25%
16,000
24
$4.9M 1.25%
33,508
-275
25
$4.88M 1.25%
35,248
-728
1
2 3 4 5