HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$1.33M
2
+$788K
3
+$456K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$432K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$402K

Top Sells

1
+$668K
2
+$281K
3
+$237K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$180K
5
NFLX icon
Netflix
NFLX
+$176K

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
301
$3K ﹤0.01%
100
302
$3K ﹤0.01%
+85
303
$3K ﹤0.01%
60
304
$3K ﹤0.01%
+200
305
$2K ﹤0.01%
14
306
$2K ﹤0.01%
418
307
$2K ﹤0.01%
55
308
$2K ﹤0.01%
44
309
$2K ﹤0.01%
56
-660
310
$2K ﹤0.01%
25
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50
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9
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$2K ﹤0.01%
4
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$1K ﹤0.01%
6
-27
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$1K ﹤0.01%
100
316
$1K ﹤0.01%
14
-27
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$1K ﹤0.01%
127
318
$1K ﹤0.01%
34
319
$1K ﹤0.01%
+15
320
$1K ﹤0.01%
75
321
– –
0
322
$1K ﹤0.01%
3
323
– –
-200
324
– –
-20
325
– –
-1,500
11 12
13
14 15