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
101
$1.22M 0.31%
8,114
+49
102
$1.16M 0.29%
6,000
103
$1.1M 0.28%
4,553
104
$1.04M 0.26%
28,532
-525
105
$1.04M 0.26%
50,190
+230
106
$1.04M 0.26%
19,488
+101
107
$1M 0.26%
17,441
-128
108
$914K 0.23%
4,568
-40
109
$866K 0.22%
6,480
+120
110
$832K 0.21%
38,449
+1,796
111
$694K 0.18%
10,484
112
$688K 0.18%
13,475
-446
113
$684K 0.17%
14,100
+1,100
114
$635K 0.16%
1,111
+11
115
$631K 0.16%
5,032
116
$587K 0.15%
9,502
+4
117
$563K 0.14%
3,362
118
$563K 0.14%
6,000
119
$549K 0.14%
10,467
+41
120
$546K 0.14%
12,969
121
$535K 0.14%
1,493
+12
122
$486K 0.12%
3,000
123
$469K 0.12%
2,855
+258
124
$469K 0.12%
22,995
+216
125
$462K 0.12%
1,685
3 4
5
6 7