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
26
$5.37M 1.1%
47,484
-1,096
27
$5.27M 1.08%
31,415
-151
28
$5.15M 1.05%
138,309
-245
29
$5.06M 1.04%
11,952
30
$4.98M 1.02%
40,011
31
$4.91M 1.01%
25,778
+2,522
32
$4.9M 1%
73,169
-436
33
$4.83M 0.99%
15,284
-421
34
$4.8M 0.98%
28,812
-2,643
35
$4.75M 0.97%
32,836
-47
36
$4.64M 0.95%
30,490
+99
37
$4.56M 0.93%
40,937
-5,849
38
$4.48M 0.92%
25,191
+191
39
$4.44M 0.91%
58,705
-4,217
40
$4.32M 0.89%
37,339
-159
41
$4.24M 0.87%
14,501
-237
42
$4.1M 0.84%
18,680
-242
43
$3.89M 0.8%
16,587
44
$3.84M 0.79%
8,471
+72
45
$3.81M 0.78%
94,904
+2,096
46
$3.57M 0.73%
76,500
47
$3.5M 0.72%
93,553
48
$3.44M 0.7%
48,000
49
$3.43M 0.7%
14,957
-159
50
$3.37M 0.69%
17,987
-1
1
2
3 4 5