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
76
$1.59M 0.47%
21,241
77
$1.52M 0.45%
24,292
+840
78
$1.49M 0.44%
5,000
79
$1.48M 0.44%
50,579
-1,240
80
$1.44M 0.43%
6,800
+1,200
81
$1.41M 0.42%
58,457
-26
82
$1.36M 0.4%
25,183
83
$1.33M 0.4%
8,074
+152
84
$1.26M 0.37%
47,589
+1,091
85
$1.25M 0.37%
34,823
-177
86
$1.25M 0.37%
10,709
-93
87
$1.24M 0.37%
13,982
+19
88
$1.21M 0.36%
28,671
-1,729
89
$1.17M 0.35%
7,016
90
$1.16M 0.34%
14,455
+661
91
$1.15M 0.34%
17,600
92
$1.14M 0.34%
29,639
+152
93
$1.13M 0.34%
23,582
-171
94
$1.12M 0.33%
18,000
95
$1.08M 0.32%
13,494
-100
96
$1.04M 0.31%
4,759
-50
97
$1.04M 0.31%
25,705
+680
98
$995K 0.29%
50,652
+2,843
99
$983K 0.29%
32,135
-21,850
100
$973K 0.29%
30,028
-300
2 3
4
5 6