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
26
$4.48M 1.11%
19,163
+207
27
$4.41M 1.09%
16,600
28
$4.24M 1.05%
205,104
-10,044
29
$4.23M 1.05%
11,995
30
$4.19M 1.04%
35,746
-32,209
31
$4.14M 1.03%
33,080
-1,860
32
$4.13M 1.02%
39,423
-66
33
$4.08M 1.01%
84,390
-190,221
34
$4.05M 1.01%
16,760
-754
35
$3.83M 0.95%
249,890
-98,244
36
$3.81M 0.94%
44,606
+204
37
$3.77M 0.93%
28,154
+451
38
$3.68M 0.91%
58,318
-795
39
$3.56M 0.88%
45,779
+124
40
$3.52M 0.87%
69,470
-11,797
41
$3.52M 0.87%
48,000
42
$3.45M 0.86%
17,947
-149
43
$3.42M 0.85%
14,902
44
$3.39M 0.84%
19,720
+240
45
$3.38M 0.84%
15,384
-171
46
$3.33M 0.83%
9,575
-441
47
$3.31M 0.82%
49,532
+16
48
$3.3M 0.82%
44,841
+974
49
$3.29M 0.82%
52,702
+291
50
$3.1M 0.77%
37,132
-415
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