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
251
$19K ﹤0.01%
258
+35
252
$19K ﹤0.01%
60
253
$19K ﹤0.01%
713
254
$18K ﹤0.01%
600
+300
255
$16K ﹤0.01%
100
256
$16K ﹤0.01%
99
257
$16K ﹤0.01%
70
+40
258
$16K ﹤0.01%
1,124
259
$16K ﹤0.01%
325
260
$16K ﹤0.01%
5,000
261
$15K ﹤0.01%
207
262
$15K ﹤0.01%
188
263
$15K ﹤0.01%
98
+12
264
$15K ﹤0.01%
610
265
$15K ﹤0.01%
135
+13
266
$15K ﹤0.01%
50
267
$15K ﹤0.01%
50
268
$15K ﹤0.01%
100
269
$14K ﹤0.01%
205
+135
270
$14K ﹤0.01%
255
271
$14K ﹤0.01%
300
272
$14K ﹤0.01%
350
273
$14K ﹤0.01%
100
274
$14K ﹤0.01%
175
275
$14K ﹤0.01%
53
9 10
11
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