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
$337M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$789K
3
+$455K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$432K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$401K

Top Sells

1
+$668K
2
+$281K
3
+$251K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$189K
5
NFLX icon
Netflix
NFLX
+$177K

Sector Composition

1 Industrials 15.63%
2 Technology 13.79%
3 Healthcare 10.66%
4 Consumer Staples 10.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.19%
79,004
+8,508
27
$3.92M 1.16%
12,592
-41
28
$3.85M 1.14%
25,850
+153
29
$3.71M 1.1%
18,539
+254
30
$3.63M 1.08%
16,070
-12
31
$3.55M 1.05%
16,600
32
$3.46M 1.03%
43,722
+665
33
$3.37M 1%
42,705
+960
34
$3.33M 0.99%
48,000
35
$3.1M 0.92%
15,759
+71
36
$2.97M 0.88%
51,684
+685
37
$2.95M 0.87%
49,588
-67
38
$2.95M 0.87%
48,875
+372
39
$2.94M 0.87%
18,640
-360
40
$2.87M 0.85%
18,217
-195
41
$2.76M 0.82%
231,063
+663
42
$2.7M 0.8%
12,190
43
$2.65M 0.79%
36,080
+740
44
$2.58M 0.77%
18,095
+76
45
$2.58M 0.76%
9,840
-80
46
$2.52M 0.75%
26,000
47
$2.52M 0.75%
43,772
+1,144
48
$2.42M 0.72%
40,689
+156
49
$2.42M 0.72%
14,559
-807
50
$2.31M 0.68%
32,089
+342
1
2
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