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
326
$3.87K ﹤0.01%
300
327
$3.83K ﹤0.01%
42
328
$3.7K ﹤0.01%
297
329
$3.65K ﹤0.01%
29
330
$3.51K ﹤0.01%
40
-7
331
$3.33K ﹤0.01%
55
332
$3.32K ﹤0.01%
+10
333
$3.31K ﹤0.01%
8
334
$3.25K ﹤0.01%
500
335
$3.17K ﹤0.01%
20
336
$3.13K ﹤0.01%
6
337
$3.1K ﹤0.01%
15
338
$3K ﹤0.01%
5,000
339
$2.94K ﹤0.01%
900
340
$2.85K ﹤0.01%
4
341
$2.84K ﹤0.01%
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342
$2.84K ﹤0.01%
56
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343
$2.8K ﹤0.01%
100
344
$2.63K ﹤0.01%
31
345
$2.62K ﹤0.01%
105
346
$2.61K ﹤0.01%
6
347
$2.54K ﹤0.01%
30
348
$2.45K ﹤0.01%
2
349
$2.42K ﹤0.01%
35
350
$2.41K ﹤0.01%
50
12 13
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15 16