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
176
$65K 0.02%
1,800
177
$65K 0.02%
+4,000
178
$63K 0.02%
2,600
-161
179
$62K 0.02%
435
-150
180
$62K 0.02%
1,000
181
$61K 0.02%
300
182
$58K 0.02%
5,000
183
$57K 0.02%
2,280
184
$57K 0.02%
1,168
185
$55K 0.02%
1,000
186
$54K 0.02%
2,560
187
$53K 0.02%
2,135
-1,900
188
$52K 0.02%
205
189
$52K 0.02%
1,465
190
$52K 0.02%
1,377
191
$50K 0.01%
1,400
192
$50K 0.01%
2,587
+1
193
$50K 0.01%
500
194
$48K 0.01%
963
195
$46K 0.01%
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196
$46K 0.01%
1,801
197
$45K 0.01%
2,897
-135
198
$44K 0.01%
3,046
199
$42K 0.01%
4,394
-252
200
$42K 0.01%
200
6 7
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