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
51
$2.92M 0.74%
49,437
-95
52
$2.9M 0.74%
10,607
-50
53
$2.8M 0.71%
10,020
54
$2.77M 0.71%
13,661
-244
55
$2.75M 0.7%
95,250
56
$2.73M 0.7%
54,833
+141
57
$2.71M 0.69%
25,097
+97
58
$2.66M 0.68%
76,500
59
$2.59M 0.66%
4,504
+21
60
$2.59M 0.66%
12,941
-14
61
$2.52M 0.64%
20,772
-233
62
$2.48M 0.63%
83,120
-1,300
63
$2.45M 0.62%
43,802
-893
64
$2.22M 0.57%
15,144
+27
65
$2.21M 0.56%
51,480
+146
66
$2.2M 0.56%
51,929
-438
67
$2.18M 0.56%
17,414
-18
68
$2.17M 0.55%
45,009
-39,381
69
$2.16M 0.55%
5,522
-41
70
$2.15M 0.55%
39,817
-78
71
$2.13M 0.54%
46,904
72
$2.11M 0.54%
26,000
73
$2.08M 0.53%
34,920
+97
74
$2.04M 0.52%
21,474
+148
75
$1.98M 0.5%
42,687
+954
1 2
3
4 5