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
251
$21K 0.01%
336
252
$21K 0.01%
675
253
$20K 0.01%
836
254
$19K ﹤0.01%
713
-1,422
255
$19K ﹤0.01%
625
+50
256
$18K ﹤0.01%
99
257
$18K ﹤0.01%
610
258
$17K ﹤0.01%
70
259
$17K ﹤0.01%
223
+27
260
$17K ﹤0.01%
325
261
$16K ﹤0.01%
350
262
$16K ﹤0.01%
5,000
263
$16K ﹤0.01%
100
264
$15K ﹤0.01%
100
265
$15K ﹤0.01%
880
266
$15K ﹤0.01%
207
267
$15K ﹤0.01%
188
-200
268
$15K ﹤0.01%
1,124
269
$15K ﹤0.01%
240
270
$15K ﹤0.01%
100
271
$14K ﹤0.01%
255
272
$14K ﹤0.01%
300
273
$14K ﹤0.01%
86
274
$14K ﹤0.01%
122
275
$14K ﹤0.01%
50
9 10
11
12 13