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
176
$119K 0.02%
2,058
-34
177
$118K 0.02%
5,000
178
$111K 0.02%
1,220
-314
179
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-1,000
180
$109K 0.02%
869
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181
$106K 0.02%
3,755
182
$104K 0.02%
177
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183
$104K 0.02%
2,061
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184
$101K 0.02%
4,539
-2,358
185
$98.6K 0.02%
203
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$96.4K 0.02%
1,700
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187
$94.5K 0.02%
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188
$94.2K 0.02%
2,250
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189
$83.3K 0.02%
458
190
$82.7K 0.02%
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191
$80.6K 0.02%
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192
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$78.6K 0.02%
235
194
$77.2K 0.02%
2,574
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195
$76.1K 0.02%
300
196
$75.9K 0.02%
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-36
197
$74.5K 0.02%
500
198
$67K 0.01%
278
199
$66.9K 0.01%
2,295
-384
200
$63.5K 0.01%
2,000
-320
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