HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$92.1K
2
+$79.6K
3
+$75.8K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$66.2K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$58.5K

Top Sells

1
+$1.9M
2
+$1.12M
3
+$275K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$260K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$232K

Sector Composition

1 Industrials 16.55%
2 Technology 15.53%
3 Healthcare 11.02%
4 Consumer Staples 10.17%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+21
377
$2K ﹤0.01%
+7
378
$2K ﹤0.01%
75
379
$2K ﹤0.01%
64
380
$2K ﹤0.01%
+10
381
$2K ﹤0.01%
+10
382
$2K ﹤0.01%
3
383
$2K ﹤0.01%
150
384
$1K ﹤0.01%
27
-40
385
$1K ﹤0.01%
39
386
$1K ﹤0.01%
18
387
$1K ﹤0.01%
100
388
$1K ﹤0.01%
4
389
$1K ﹤0.01%
100
390
$1K ﹤0.01%
3
391
$1K ﹤0.01%
50
392
– –
-400
393
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395
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396
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398
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399
– –
-2,826
400
– –
-300
13 14 15
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