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
151
$232K 0.05%
4,104
-790
152
$211K 0.04%
+2,607
153
$197K 0.04%
935
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154
$184K 0.04%
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155
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1,744
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156
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1,500
157
$175K 0.04%
532
158
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6,529
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159
$158K 0.03%
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-156
160
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161
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2,750
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162
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163
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380
164
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165
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908
166
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6,057
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167
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168
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169
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170
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2,600
171
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172
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412
173
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1,182
-25
174
$119K 0.02%
2,164
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175
$119K 0.02%
5,149
+663
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