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
126
$457K 0.11%
1,685
-30
127
$435K 0.11%
9,595
128
$430K 0.11%
2,597
129
$424K 0.11%
1,161
130
$399K 0.1%
12,115
131
$394K 0.1%
1,000
132
$392K 0.1%
34,535
-500
133
$352K 0.09%
6,660
134
$351K 0.09%
2,275
-150
135
$337K 0.08%
4,765
136
$310K 0.08%
1,686
+24
137
$308K 0.08%
5,549
138
$296K 0.07%
3,500
139
$290K 0.07%
1,667
+1
140
$288K 0.07%
27,134
-1,336
141
$285K 0.07%
4,000
142
$256K 0.06%
3,150
-28
143
$245K 0.06%
8,000
+4
144
$244K 0.06%
4,000
145
$233K 0.06%
1,783
+6
146
$220K 0.05%
3,283
147
$212K 0.05%
1,840
148
$210K 0.05%
28,848
-5,000
149
$183K 0.05%
10,665
150
$174K 0.04%
3,755
4 5
6
7 8