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
76
$1.96M 0.4%
3,111
+824
77
$1.96M 0.4%
18,183
78
$1.89M 0.39%
64,537
-7,028
79
$1.89M 0.39%
3,300
80
$1.89M 0.39%
21,170
+12,970
81
$1.88M 0.38%
4,220
-251
82
$1.86M 0.38%
10,501
+428
83
$1.81M 0.37%
17,080
-147
84
$1.76M 0.36%
12,990
-475
85
$1.69M 0.35%
31,435
-89
86
$1.66M 0.34%
6,714
-44
87
$1.62M 0.33%
13,392
-303
88
$1.59M 0.33%
7,000
89
$1.58M 0.32%
33,000
-700
90
$1.53M 0.31%
6,833
91
$1.53M 0.31%
22,371
+3
92
$1.51M 0.31%
19,100
93
$1.48M 0.3%
10,579
-827
94
$1.47M 0.3%
32,817
-1,780
95
$1.46M 0.3%
16,110
-12
96
$1.44M 0.29%
20,875
+2,888
97
$1.42M 0.29%
18,567
98
$1.37M 0.28%
34,134
99
$1.34M 0.27%
7,653
-19
100
$1.32M 0.27%
2,532
+92
2 3
4
5 6