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
276
$14K ﹤0.01%
353
277
$14K ﹤0.01%
175
278
$14K ﹤0.01%
270
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$13K ﹤0.01%
110
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$13K ﹤0.01%
117
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$13K ﹤0.01%
300
283
$13K ﹤0.01%
300
284
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58
285
$12K ﹤0.01%
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$12K ﹤0.01%
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287
$12K ﹤0.01%
170
288
$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
80
291
$11K ﹤0.01%
300
292
$11K ﹤0.01%
134
+1
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$11K ﹤0.01%
55
-5
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$10K ﹤0.01%
550
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$10K ﹤0.01%
40
297
$10K ﹤0.01%
150
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$10K ﹤0.01%
250
299
$9K ﹤0.01%
35
300
$9K ﹤0.01%
55
10 11
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