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
176
$104K 0.03%
48,010
177
$101K 0.03%
4,168
-20
178
$100K 0.03%
2,030
+449
179
$96K 0.02%
1,971
180
$88K 0.02%
2,476
181
$85K 0.02%
1,608
-45
182
$85K 0.02%
6,274
183
$84K 0.02%
3,909
+1
184
$83K 0.02%
320
+25
185
$82K 0.02%
160
186
$80K 0.02%
1,000
187
$74K 0.02%
2,560
188
$74K 0.02%
1,465
189
$74K 0.02%
300
190
$73K 0.02%
1,168
191
$72K 0.02%
265
+10
192
$72K 0.02%
2,107
193
$71K 0.02%
473
194
$70K 0.02%
1,377
195
$69K 0.02%
963
196
$69K 0.02%
221
197
$64K 0.02%
725
198
$62K 0.02%
1,296
+100
199
$61K 0.02%
177
200
$61K 0.02%
808
+16
6 7
8
9 10