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
126
$567K 0.12%
1,412
127
$563K 0.12%
2,000
128
$557K 0.11%
1,034
129
$542K 0.11%
10,176
130
$535K 0.11%
3,000
131
$532K 0.11%
27,134
132
$524K 0.11%
996
-3
133
$494K 0.1%
967
-4
134
$486K 0.1%
8,005
-793
135
$478K 0.1%
27,863
136
$446K 0.09%
6,000
137
$445K 0.09%
8,255
-3,795
138
$437K 0.09%
1,082
139
$407K 0.08%
3,533
+55
140
$400K 0.08%
6,417
-3,030
141
$375K 0.08%
11,500
142
$360K 0.07%
2,157
143
$360K 0.07%
9,579
-26,275
144
$323K 0.07%
4,000
145
$315K 0.06%
49,848
+1,000
146
$293K 0.06%
1,730
+3
147
$280K 0.06%
13,975
-2,398
148
$255K 0.05%
4,000
149
$252K 0.05%
2,303
150
$246K 0.05%
1,833
4 5
6
7 8