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
201
$42K 0.01%
645
202
$42K 0.01%
520
203
$41K 0.01%
694
204
$40K 0.01%
160
205
$39K 0.01%
206
-40
206
$37K 0.01%
125
207
$37K 0.01%
187
-170
208
$36K 0.01%
107
209
$36K 0.01%
740
210
$35K 0.01%
+350
211
$35K 0.01%
300
212
$34K 0.01%
48,010
213
$33K 0.01%
115
214
$32K 0.01%
388
+88
215
$31K 0.01%
3,115
+50
216
$31K 0.01%
466
217
$31K 0.01%
1,178
-182
218
$30K 0.01%
640
219
$30K 0.01%
699
+8
220
$30K 0.01%
2,075
221
$30K 0.01%
600
222
$30K 0.01%
278
223
$27K 0.01%
160
224
$26K 0.01%
210
225
$25K 0.01%
512
7 8
9
10 11