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
126
$445K 0.11%
9,595
127
$439K 0.11%
2,000
128
$412K 0.1%
1,184
+23
129
$410K 0.1%
6,720
+60
130
$394K 0.1%
1,000
131
$388K 0.1%
12,120
+5
132
$377K 0.1%
2,148
-135
133
$356K 0.09%
35,035
+500
134
$334K 0.09%
4,765
135
$332K 0.08%
2,289
+14
136
$330K 0.08%
5,633
+84
137
$291K 0.07%
3,579
+79
138
$291K 0.07%
1,686
139
$283K 0.07%
1,669
+2
140
$273K 0.07%
28,470
+1,336
141
$272K 0.07%
28,848
142
$271K 0.07%
4,000
143
$245K 0.06%
8,003
+3
144
$244K 0.06%
3,228
+78
145
$244K 0.06%
4,084
+84
146
$225K 0.06%
1,840
147
$210K 0.05%
3,279
-4
148
$198K 0.05%
1,793
+10
149
$186K 0.05%
10,665
150
$177K 0.05%
2,516
4 5
6
7 8