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
251
$26.1K 0.01%
281
252
$25.4K 0.01%
296
+6
253
$25.2K 0.01%
988
+72
254
$24.7K 0.01%
102
+39
255
$24.1K ﹤0.01%
500
-1,440
256
$24K ﹤0.01%
308
-164
257
$23.5K ﹤0.01%
100
258
$23.1K ﹤0.01%
496
259
$22.6K ﹤0.01%
228
+109
260
$21.8K ﹤0.01%
473
261
$21.5K ﹤0.01%
420
262
$21.2K ﹤0.01%
58
263
$20.6K ﹤0.01%
1,952
+229
264
$20.4K ﹤0.01%
355
265
$19.9K ﹤0.01%
10
-2
266
$19.6K ﹤0.01%
10,576
-6,379
267
$19.4K ﹤0.01%
200
268
$17.9K ﹤0.01%
94
269
$17.7K ﹤0.01%
187
270
$17.6K ﹤0.01%
1,124
271
$16.6K ﹤0.01%
126
272
$16.2K ﹤0.01%
80
-34
273
$16.1K ﹤0.01%
900
274
$15.9K ﹤0.01%
300
275
$15.8K ﹤0.01%
1,500
9 10
11
12 13