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
76
$1.98M 0.49%
34,823
77
$1.98M 0.49%
8,274
-142
78
$1.96M 0.49%
41,733
+1,479
79
$1.92M 0.48%
48,003
-186
80
$1.89M 0.47%
55,008
-2,610
81
$1.8M 0.45%
33,839
-3,493
82
$1.79M 0.44%
20,866
-61
83
$1.73M 0.43%
7,300
84
$1.69M 0.42%
17,600
85
$1.66M 0.41%
6,823
86
$1.56M 0.39%
26,891
-938
87
$1.52M 0.38%
10,861
+2
88
$1.5M 0.37%
24,749
-200
89
$1.46M 0.36%
7,000
90
$1.44M 0.36%
5,000
91
$1.41M 0.35%
13,178
-309
92
$1.4M 0.35%
18,000
93
$1.37M 0.34%
13,898
-17
94
$1.35M 0.34%
19,684
95
$1.34M 0.33%
25,270
-1,091
96
$1.33M 0.33%
25,558
-400
97
$1.32M 0.33%
16,405
+894
98
$1.29M 0.32%
48,679
-1,468
99
$1.26M 0.31%
25,879
-24
100
$1.25M 0.31%
3,300
2 3
4
5 6