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
276
$15.6K ﹤0.01%
117
277
$15.2K ﹤0.01%
541
-201
278
$15K ﹤0.01%
+403
279
$14.9K ﹤0.01%
255
280
$14.8K ﹤0.01%
173
281
$14.8K ﹤0.01%
110
282
$14.5K ﹤0.01%
136
283
$14.4K ﹤0.01%
110
284
$13.7K ﹤0.01%
1,175
285
$13.4K ﹤0.01%
8,415
286
$13.2K ﹤0.01%
100
287
$13.1K ﹤0.01%
380
+2
288
$12.8K ﹤0.01%
206
-25
289
$12.7K ﹤0.01%
68
290
$12.4K ﹤0.01%
175
291
$11.8K ﹤0.01%
289
292
$11.4K ﹤0.01%
+258
293
$11.2K ﹤0.01%
85
294
$11.1K ﹤0.01%
700
295
$11K ﹤0.01%
+157
296
$10.6K ﹤0.01%
353
297
$10.5K ﹤0.01%
50
298
$9.95K ﹤0.01%
172
299
$9.93K ﹤0.01%
40
300
$9.41K ﹤0.01%
84
10 11
12
13 14