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
$337M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$789K
3
+$455K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$432K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$401K

Top Sells

1
+$668K
2
+$281K
3
+$251K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$189K
5
NFLX icon
Netflix
NFLX
+$177K

Sector Composition

1 Industrials 15.63%
2 Technology 13.79%
3 Healthcare 10.66%
4 Consumer Staples 10.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
420
252
$13K ﹤0.01%
325
253
$12K ﹤0.01%
650
-50
254
$12K ﹤0.01%
255
255
$12K ﹤0.01%
400
256
$11K ﹤0.01%
218
+1
257
$11K ﹤0.01%
35
258
$11K ﹤0.01%
53
259
$11K ﹤0.01%
533
260
$11K ﹤0.01%
58
261
$11K ﹤0.01%
80
262
$10K ﹤0.01%
100
263
$10K ﹤0.01%
124
264
$10K ﹤0.01%
118
265
$10K ﹤0.01%
+86
266
$9K ﹤0.01%
110
267
$9K ﹤0.01%
170
268
$9K ﹤0.01%
100
269
$9K ﹤0.01%
175
270
$9K ﹤0.01%
+300
271
$8K ﹤0.01%
+35
272
$8K ﹤0.01%
133
273
$8K ﹤0.01%
1,124
274
$8K ﹤0.01%
500
275
$8K ﹤0.01%
133
9 10
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12 13