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
51
$2.3M 0.68%
38,547
+1,040
52
$2.28M 0.68%
10,719
+703
53
$2.21M 0.65%
14,901
+1
54
$2.19M 0.65%
47,323
+2,166
55
$2.17M 0.64%
4,433
+600
56
$2.12M 0.63%
36,272
+1,160
57
$2.09M 0.62%
21,924
-63
58
$2.08M 0.62%
59,874
+905
59
$2.07M 0.61%
76,500
60
$2.04M 0.61%
20,000
61
$2.03M 0.6%
15,169
+1
62
$2.03M 0.6%
10,020
63
$2.02M 0.6%
58,986
+1,655
64
$2.02M 0.6%
85,810
-100
65
$2M 0.59%
95,010
66
$1.88M 0.56%
53,941
67
$1.87M 0.55%
13,406
-67
68
$1.81M 0.54%
46,904
69
$1.8M 0.53%
38,598
+1,326
70
$1.79M 0.53%
5,755
+260
71
$1.77M 0.53%
62,235
-1,808
72
$1.75M 0.52%
20,000
73
$1.73M 0.51%
17,235
+183
74
$1.67M 0.5%
7,365
-30
75
$1.59M 0.47%
28,714
-507
1 2
3
4 5