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
$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
26
$4.4M 1.12%
203,703
-1,401
27
$4.21M 1.07%
18,923
-240
28
$4.18M 1.06%
31,340
-1,740
29
$4.02M 1.02%
39,657
+234
30
$4.02M 1.02%
11,995
31
$3.97M 1.01%
16,600
32
$3.79M 0.96%
44,077
-529
33
$3.77M 0.96%
48,000
34
$3.77M 0.96%
28,453
+299
35
$3.65M 0.93%
15,971
-789
36
$3.53M 0.9%
69,568
+98
37
$3.52M 0.9%
46,839
+1,060
38
$3.48M 0.89%
231,599
-18,291
39
$3.44M 0.88%
14,903
+1
40
$3.44M 0.88%
58,519
+201
41
$3.44M 0.87%
17,873
-74
42
$3.31M 0.84%
45,358
+517
43
$3.26M 0.83%
19,860
+140
44
$3.26M 0.83%
37,397
-1,564
45
$3.16M 0.8%
9,302
-273
46
$3.15M 0.8%
37,073
-59
47
$3.08M 0.78%
52,898
+196
48
$3.05M 0.78%
15,570
+186
49
$3.04M 0.77%
26,127
-9,619
50
$2.99M 0.76%
20,000
1
2
3 4 5