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
351
$3K ﹤0.01%
100
352
$3K ﹤0.01%
25
353
$3K ﹤0.01%
75
+37
354
$3K ﹤0.01%
+64
355
$3K ﹤0.01%
376
-80
356
$3K ﹤0.01%
3
357
$3K ﹤0.01%
150
358
$3K ﹤0.01%
800
359
$3K ﹤0.01%
86
360
$3K ﹤0.01%
60
361
$2K ﹤0.01%
50
362
$2K ﹤0.01%
100
363
$2K ﹤0.01%
75
364
$2K ﹤0.01%
55
365
$2K ﹤0.01%
100
366
$2K ﹤0.01%
50
367
$2K ﹤0.01%
6
368
$2K ﹤0.01%
50
369
$1K ﹤0.01%
39
370
$1K ﹤0.01%
+18
371
$1K ﹤0.01%
4
372
$1K ﹤0.01%
100
373
– –
0
374
$1K ﹤0.01%
3
375
– –
-500
12 13 14
15
16