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
$488M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.54M
3
+$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$726K
5
KLAC icon
KLA
KLAC
+$519K

Top Sells

1
+$986K
2
+$651K
3
+$440K
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$319K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$283K

Sector Composition

1 Technology 17.08%
2 Industrials 16.04%
3 Consumer Staples 8.61%
4 Healthcare 8.51%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.7K 0.01%
504
-55
227
$38.6K 0.01%
250
228
$37.6K 0.01%
311
229
$37.2K 0.01%
432
230
$36.7K 0.01%
275
231
$36.1K 0.01%
14,000
232
$36K 0.01%
75
233
$36K 0.01%
310
+5
234
$35.9K 0.01%
420
235
$35.8K 0.01%
192
-7
236
$35.1K 0.01%
3,100
237
$34.8K 0.01%
214
-13
238
$33.7K 0.01%
803
+219
239
$33.1K 0.01%
700
240
$32.5K 0.01%
873
241
$32.4K 0.01%
902
-122
242
$31.7K 0.01%
361
+28
243
$31.5K 0.01%
121
-7
244
$31.1K 0.01%
466
245
$30.8K 0.01%
65
-4
246
$30.6K 0.01%
799
247
$30.6K 0.01%
400
248
$29.7K 0.01%
455
249
$27.5K 0.01%
363
-942
250
$26.5K 0.01%
+327
8 9
10
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