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
$393M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$92.1K
2
+$79.6K
3
+$75.8K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$66.2K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$58.5K

Top Sells

1
+$1.9M
2
+$1.12M
3
+$275K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$260K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$232K

Sector Composition

1 Industrials 16.55%
2 Technology 15.53%
3 Healthcare 11.02%
4 Consumer Staples 10.17%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
155
227
$33K 0.01%
115
228
$33K 0.01%
400
229
$32K 0.01%
2,075
230
$32K 0.01%
323
231
$31K 0.01%
789
232
$30K 0.01%
80
233
$30K 0.01%
75
234
$30K 0.01%
48
+8
235
$30K 0.01%
1,250
236
$29K 0.01%
466
237
$29K 0.01%
700
238
$28K 0.01%
400
239
$27K 0.01%
744
240
$27K 0.01%
336
241
$27K 0.01%
420
242
$27K 0.01%
445
243
$26K 0.01%
227
+2
244
$24K 0.01%
732
245
$23K 0.01%
184
246
$23K 0.01%
480
247
$22K 0.01%
450
248
$21K 0.01%
642
249
$21K 0.01%
800
250
$19K ﹤0.01%
880
8 9
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