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
176
$101K 0.03%
221
177
$98K 0.02%
1,653
178
$97K 0.02%
4,440
-92
179
$96K 0.02%
1,971
180
$90K 0.02%
6,274
181
$89K 0.02%
2,560
182
$86K 0.02%
1,581
183
$86K 0.02%
+2,826
184
$86K 0.02%
295
185
$85K 0.02%
+3,908
186
$85K 0.02%
160
187
$84K 0.02%
473
188
$78K 0.02%
963
189
$76K 0.02%
1,000
190
$74K 0.02%
300
191
$74K 0.02%
1,168
192
$73K 0.02%
1,377
193
$72K 0.02%
2,476
194
$72K 0.02%
1,465
195
$72K 0.02%
2,107
196
$71K 0.02%
792
+319
197
$67K 0.02%
177
198
$66K 0.02%
+8,415
199
$62K 0.02%
255
200
$62K 0.02%
725
6 7
8
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