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
101
$1.22M 0.3%
8,065
-52
102
$1.19M 0.29%
29,057
-276
103
$1.15M 0.29%
6,000
104
$1.11M 0.28%
17,569
-128
105
$1.09M 0.27%
4,608
106
$1.05M 0.26%
4,553
-200
107
$1.02M 0.25%
19,387
+49
108
$999K 0.25%
49,960
109
$884K 0.22%
36,653
-1,988
110
$776K 0.19%
6,360
111
$734K 0.18%
10,484
112
$711K 0.18%
13,921
-10,523
113
$625K 0.16%
5,032
114
$620K 0.15%
13,000
115
$617K 0.15%
6,000
116
$597K 0.15%
2,000
117
$575K 0.14%
12,969
118
$574K 0.14%
9,498
+4
119
$564K 0.14%
10,426
-385
120
$556K 0.14%
3,362
-17
121
$555K 0.14%
+1,100
122
$525K 0.13%
1,481
-5
123
$495K 0.12%
22,779
-239
124
$468K 0.12%
2,283
125
$464K 0.12%
3,000
3 4
5
6 7