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
51
$3.09M 0.63%
13,322
-8
52
$2.87M 0.59%
4,894
+228
53
$2.69M 0.55%
9,273
-235
54
$2.65M 0.54%
32,200
-189
55
$2.64M 0.54%
11,559
-427
56
$2.62M 0.54%
33,963
-1,550
57
$2.53M 0.52%
20,989
+26
58
$2.49M 0.51%
19,030
-249
59
$2.42M 0.5%
6,936
-17
60
$2.39M 0.49%
45,642
-17
61
$2.32M 0.48%
49,600
62
$2.28M 0.47%
38,172
+143
63
$2.26M 0.46%
11,454
-172
64
$2.26M 0.46%
19,796
-107
65
$2.25M 0.46%
4,456
-81
66
$2.19M 0.45%
18,715
+99
67
$2.18M 0.45%
17,600
68
$2.15M 0.44%
42,604
-2,384
69
$2.11M 0.43%
47,991
-2,802
70
$2.1M 0.43%
9,565
+36
71
$2.1M 0.43%
21,098
+370
72
$2.06M 0.42%
38,109
-4,259
73
$2M 0.41%
8,616
-136
74
$1.98M 0.41%
26,000
75
$1.97M 0.4%
46,424
-3,256
1 2
3
4 5