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
51
$3.08M 0.76%
10,020
52
$3.03M 0.75%
38,961
-601
53
$3.03M 0.75%
76,500
54
$2.96M 0.74%
20,000
55
$2.96M 0.74%
10,657
-293
56
$2.91M 0.72%
54,692
-1,989
57
$2.82M 0.7%
25,000
58
$2.76M 0.69%
95,250
59
$2.7M 0.67%
13,905
-490
60
$2.66M 0.66%
21,005
-843
61
$2.63M 0.65%
4,483
62
$2.57M 0.64%
12,955
-277
63
$2.55M 0.63%
44,695
-846
64
$2.51M 0.62%
15,117
65
$2.47M 0.61%
84,420
-370
66
$2.3M 0.57%
26,000
67
$2.24M 0.56%
46,904
68
$2.23M 0.55%
39,895
-745
69
$2.23M 0.55%
5,563
-172
70
$2.16M 0.54%
52,367
-2,807
71
$2.11M 0.52%
21,326
72
$2.08M 0.52%
17,432
-50
73
$2.06M 0.51%
26,568
-922
74
$2.02M 0.5%
24,727
+220
75
$2.01M 0.5%
51,334
1 2
3
4 5