HFM
Hartford Financial Management Portfolio holdings
AUM
$378M
1-Year Est. Return
16.92%
1 Year Est. Return
+16.92%
AUM
$378M
AUM Growth
+$11.9M
(+3.3%)
Holding
352
Top Buys
| 1 | +$1.68M | |
| 2 | +$965K | |
| 3 | +$808K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$788K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$782K |
Top Sells
| 1 | +$4.67M | |
| 2 | +$4.55M | |
| 3 | +$3.66M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.05M |
| 5 |
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
|
+$1.05M |
Sector Composition
| 1 | Technology | 20.07% |
| 2 | Financials | 8.11% |
| 3 | Industrials | 7.28% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Communication Services | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares Biotechnology ETF
IBB
$8.67B
| – | – |
-100
|
|
||
352
iShares US Industrials ETF
IYJ
$1.72B
| – | – |
-117
|
|