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
351
$2.31K ﹤0.01%
+98
352
$2.25K ﹤0.01%
1,450
353
$2.24K ﹤0.01%
+75
354
$2.23K ﹤0.01%
55
355
$2.22K ﹤0.01%
30
356
$2.19K ﹤0.01%
+28
357
$2.1K ﹤0.01%
+38
358
$2.04K ﹤0.01%
29
359
$1.85K ﹤0.01%
5,000
360
$1.85K ﹤0.01%
19
361
$1.84K ﹤0.01%
28
362
$1.73K ﹤0.01%
49
363
$1.6K ﹤0.01%
75
364
$1.25K ﹤0.01%
18
365
$1.11K ﹤0.01%
+19
366
$1.05K ﹤0.01%
+14
367
$949 ﹤0.01%
55
368
$823 ﹤0.01%
60
369
$817 ﹤0.01%
10
370
$639 ﹤0.01%
65
371
$563 ﹤0.01%
50
372
$336 ﹤0.01%
266
373
$324 ﹤0.01%
5
374
$248 ﹤0.01%
16
-314
375
$205 ﹤0.01%
32
12 13 14
15
16