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
201
$59K 0.01%
500
202
$59K 0.01%
1,196
203
$57K 0.01%
2,320
204
$51K 0.01%
225
205
$51K 0.01%
1,400
206
$51K 0.01%
917
+11
207
$50K 0.01%
533
208
$49K 0.01%
114
+23
209
$48K 0.01%
600
210
$48K 0.01%
740
211
$47K 0.01%
446
212
$46K 0.01%
107
213
$46K 0.01%
629
+30
214
$45K 0.01%
694
215
$44K 0.01%
285
+150
216
$43K 0.01%
200
217
$43K 0.01%
350
-200
218
$42K 0.01%
1,314
-1,317
219
$42K 0.01%
278
220
$41K 0.01%
275
-50
221
$40K 0.01%
115
222
$40K 0.01%
707
223
$40K 0.01%
644
224
$39K 0.01%
400
225
$38K 0.01%
466
7 8
9
10 11