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
151
$160K 0.04%
3,755
152
$157K 0.04%
2,381
153
$155K 0.04%
2,553
+53
154
$152K 0.04%
1,097
+61
155
$152K 0.04%
8,300
156
$151K 0.04%
1,188
157
$148K 0.04%
1,500
158
$148K 0.04%
2,729
+162
159
$146K 0.04%
1,960
+101
160
$141K 0.04%
644
161
$134K 0.03%
1,842
+42
162
$131K 0.03%
3,493
163
$128K 0.03%
495
164
$127K 0.03%
2,325
+50
165
$126K 0.03%
718
166
$125K 0.03%
2,338
+108
167
$122K 0.03%
412
168
$117K 0.03%
4,286
-437
169
$114K 0.03%
887
-81
170
$113K 0.03%
1,940
171
$112K 0.03%
283
172
$111K 0.03%
5,190
+190
173
$107K 0.03%
6,446
+2,006
174
$104K 0.03%
242
+128
175
$104K 0.03%
2,078
5 6
7
8 9