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
301
$9.3K ﹤0.01%
235
302
$9.28K ﹤0.01%
444
303
$8.93K ﹤0.01%
950
+450
304
$8.03K ﹤0.01%
50
305
$7.73K ﹤0.01%
42
306
$7.47K ﹤0.01%
85
307
$7.3K ﹤0.01%
101
+31
308
$7.28K ﹤0.01%
15
309
$7.05K ﹤0.01%
216
310
$7.05K ﹤0.01%
530
311
$6.61K ﹤0.01%
100
312
$6.41K ﹤0.01%
800
313
$6.24K ﹤0.01%
6,500
314
$5.71K ﹤0.01%
+228
315
$5.41K ﹤0.01%
18
-15
316
$5.4K ﹤0.01%
+162
317
$5.23K ﹤0.01%
+54
318
$5.14K ﹤0.01%
102
+1
319
$5.12K ﹤0.01%
4,000
320
$4.97K ﹤0.01%
46
321
$4.46K ﹤0.01%
39
322
$4.33K ﹤0.01%
11
323
$4.25K ﹤0.01%
20
324
$4.03K ﹤0.01%
10
325
$3.89K ﹤0.01%
119
11 12
13
14 15