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
151
$172K 0.04%
1,859
152
$161K 0.04%
2,381
+41
153
$160K 0.04%
1,036
-170
154
$156K 0.04%
2,516
155
$156K 0.04%
8,300
156
$150K 0.04%
2,567
157
$150K 0.04%
1,188
+228
158
$149K 0.04%
2,500
159
$148K 0.04%
644
+2
160
$144K 0.04%
1,500
161
$138K 0.03%
968
162
$133K 0.03%
48,010
163
$131K 0.03%
1,800
164
$130K 0.03%
283
165
$129K 0.03%
1,940
166
$128K 0.03%
2,230
167
$128K 0.03%
3,493
168
$125K 0.03%
4,723
+15
169
$125K 0.03%
718
170
$124K 0.03%
412
171
$121K 0.03%
2,275
172
$112K 0.03%
495
173
$105K 0.03%
2,078
174
$103K 0.03%
4,188
175
$101K 0.03%
5,000
5 6
7
8 9