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
101
$928K 0.28%
8,582
-2,600
102
$864K 0.26%
4,300
103
$851K 0.25%
5,021
104
$834K 0.25%
27,323
-426
105
$832K 0.25%
17,691
-539
106
$826K 0.24%
6,000
107
$780K 0.23%
19,100
108
$654K 0.19%
48,360
109
$651K 0.19%
12,775
+7,878
110
$619K 0.18%
11,932
-535
111
$618K 0.18%
39,153
-795
112
$543K 0.16%
25,216
-4,062
113
$539K 0.16%
10,920
114
$524K 0.16%
5,041
-100
115
$503K 0.15%
2,000
116
$475K 0.14%
6,480
-100
117
$473K 0.14%
14,388
-252
118
$472K 0.14%
10,198
119
$452K 0.13%
2,550
120
$429K 0.13%
12,500
121
$423K 0.13%
6,000
122
$393K 0.12%
1,163
-20
123
$387K 0.11%
2,383
-100
124
$374K 0.11%
12,969
125
$358K 0.11%
1,287
+1
3 4
5
6 7