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
151
$129K 0.04%
1,188
+51
152
$127K 0.04%
1,080
153
$124K 0.04%
3,755
154
$118K 0.04%
1,854
+100
155
$116K 0.03%
2,230
156
$112K 0.03%
1,217
+36
157
$107K 0.03%
3,442
-57
158
$106K 0.03%
718
159
$103K 0.03%
1,940
160
$101K 0.03%
960
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161
$101K 0.03%
9,751
162
$98K 0.03%
2,653
163
$96K 0.03%
641
+1
164
$96K 0.03%
1,584
165
$94K 0.03%
1,652
+2
166
$93K 0.03%
4,225
167
$91K 0.03%
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168
$88K 0.03%
262
169
$87K 0.03%
4,983
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170
$85K 0.03%
283
171
$83K 0.02%
2,078
172
$77K 0.02%
1,000
173
$76K 0.02%
1,971
174
$68K 0.02%
177
175
$67K 0.02%
1,500
-148
5 6
7
8 9