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
-$388K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$106K
3
+$86K
4
APA icon
APA Corp
APA
+$85K
5
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$80.7K

Top Sells

1
+$9.21M
2
+$3.77M
3
+$1.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$599K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$537K

Sector Composition

1 Industrials 17.13%
2 Technology 15.07%
3 Healthcare 10.73%
4 Consumer Staples 9.88%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38K 0.01%
200
227
$36K 0.01%
700
228
$35K 0.01%
155
229
$33K 0.01%
350
230
$33K 0.01%
2,075
231
$33K 0.01%
1,250
232
$33K 0.01%
323
233
$31K 0.01%
80
234
$31K 0.01%
789
235
$28K 0.01%
744
236
$28K 0.01%
400
237
$28K 0.01%
445
238
$26K 0.01%
420
239
$25K 0.01%
732
240
$25K 0.01%
75
241
$24K 0.01%
184
242
$24K 0.01%
612
243
$24K 0.01%
480
-160
244
$24K 0.01%
60
245
$23K 0.01%
601
246
$23K 0.01%
450
247
$22K 0.01%
225
+2
248
$22K 0.01%
40
249
$22K 0.01%
800
250
$21K 0.01%
642
8 9
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