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
276
$8K ﹤0.01%
143
277
$7K ﹤0.01%
+1,200
278
$7K ﹤0.01%
180
279
$7K ﹤0.01%
200
280
$7K ﹤0.01%
105
281
$7K ﹤0.01%
776
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$6K ﹤0.01%
254
-814
283
$6K ﹤0.01%
598
-2
284
$6K ﹤0.01%
644
285
$6K ﹤0.01%
250
286
$5K ﹤0.01%
111
287
$5K ﹤0.01%
+100
288
$5K ﹤0.01%
370
289
$5K ﹤0.01%
73
-151
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$5K ﹤0.01%
50
291
$5K ﹤0.01%
25
292
$5K ﹤0.01%
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293
$5K ﹤0.01%
5,000
294
$5K ﹤0.01%
202
+1
295
$4K ﹤0.01%
240
296
$4K ﹤0.01%
30
297
$4K ﹤0.01%
+225
298
$4K ﹤0.01%
42
299
$4K ﹤0.01%
175
300
$3K ﹤0.01%
8,000
10 11
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