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
101
$1.31M 0.27%
17,190
-136
102
$1.27M 0.26%
4,381
103
$1.23M 0.25%
8,792
-175
104
$1.15M 0.24%
24,244
-33
105
$1.14M 0.23%
6,042
106
$1.12M 0.23%
19,737
-1,531
107
$1.11M 0.23%
11,996
-500
108
$1.11M 0.23%
28,156
-142
109
$1.02M 0.21%
32,645
110
$1.01M 0.21%
3,657
111
$967K 0.2%
3,258
112
$883K 0.18%
7,000
113
$867K 0.18%
17,488
114
$772K 0.16%
20,500
115
$763K 0.16%
6,000
116
$743K 0.15%
9,915
+2,439
117
$739K 0.15%
12,969
118
$725K 0.15%
18,058
+443
119
$679K 0.14%
2,805
120
$674K 0.14%
9,595
121
$662K 0.14%
17,397
+519
122
$661K 0.14%
13,034
-5,586
123
$603K 0.12%
1,632
124
$587K 0.12%
20,850
-1,654
125
$580K 0.12%
33,940
3 4
5
6 7