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
76
$1.98M 0.5%
24,019
-708
77
$1.93M 0.49%
54,156
-852
78
$1.91M 0.49%
48,058
+55
79
$1.84M 0.47%
33,726
-113
80
$1.82M 0.46%
8,285
+11
81
$1.78M 0.45%
26,249
-319
82
$1.75M 0.45%
7,300
83
$1.66M 0.42%
17,600
84
$1.54M 0.39%
24,878
+129
85
$1.53M 0.39%
6,823
86
$1.48M 0.38%
13,159
-19
87
$1.46M 0.37%
20,867
+1
88
$1.45M 0.37%
10,887
+26
89
$1.42M 0.36%
26,806
-85
90
$1.41M 0.36%
18,000
91
$1.4M 0.35%
17,347
+942
92
$1.36M 0.35%
13,974
+76
93
$1.34M 0.34%
19,732
+48
94
$1.34M 0.34%
25,533
-25
95
$1.33M 0.34%
25,791
-88
96
$1.29M 0.33%
24,961
-309
97
$1.28M 0.33%
5,000
98
$1.27M 0.32%
7,000
99
$1.25M 0.32%
48,263
-416
100
$1.25M 0.32%
3,300
2 3
4
5 6