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
326
$6K ﹤0.01%
417
+1
327
$6K ﹤0.01%
100
328
$5K ﹤0.01%
400
329
$5K ﹤0.01%
598
330
$5K ﹤0.01%
400
331
$5K ﹤0.01%
70
332
$5K ﹤0.01%
30
333
$5K ﹤0.01%
+10
334
$5K ﹤0.01%
25
335
$4K ﹤0.01%
200
336
$4K ﹤0.01%
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337
$4K ﹤0.01%
60
338
$4K ﹤0.01%
225
339
$4K ﹤0.01%
50
340
$4K ﹤0.01%
14
341
$4K ﹤0.01%
10
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$4K ﹤0.01%
200
343
$4K ﹤0.01%
175
344
$3K ﹤0.01%
67
-187
345
$3K ﹤0.01%
58
346
$3K ﹤0.01%
114
347
$3K ﹤0.01%
100
348
$3K ﹤0.01%
44
349
$3K ﹤0.01%
127
350
$3K ﹤0.01%
100
12 13
14
15 16