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
126
$356K 0.11%
1,641
127
$355K 0.11%
3,546
-15
128
$333K 0.1%
6,660
-3,540
129
$310K 0.09%
2,470
130
$308K 0.09%
1,000
131
$286K 0.08%
3,500
132
$283K 0.08%
12,110
+5
133
$278K 0.08%
9,463
+105
134
$264K 0.08%
3,428
135
$247K 0.07%
4,000
136
$238K 0.07%
1,662
+2
137
$235K 0.07%
38,848
-10,700
138
$230K 0.07%
9,783
-279
139
$216K 0.06%
3,000
-25
140
$212K 0.06%
4,000
141
$211K 0.06%
5,549
142
$210K 0.06%
35,035
143
$202K 0.06%
1,662
144
$186K 0.06%
4,320
145
$171K 0.05%
3,844
-188
146
$168K 0.05%
1,840
147
$157K 0.05%
28,946
-318
148
$137K 0.04%
2,500
149
$130K 0.04%
8,300
150
$130K 0.04%
2,340
4 5
6
7 8