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
201
$57K 0.01%
2,320
202
$57K 0.01%
500
203
$57K 0.01%
+336
204
$55K 0.01%
+970
205
$54K 0.01%
928
+11
206
$52K 0.01%
+155
207
$48K 0.01%
285
208
$48K 0.01%
740
209
$47K 0.01%
1,400
210
$47K 0.01%
8,415
211
$47K 0.01%
754
+60
212
$46K 0.01%
107
213
$46K 0.01%
446
214
$45K 0.01%
629
215
$45K 0.01%
644
216
$44K 0.01%
533
217
$43K 0.01%
600
218
$42K 0.01%
200
219
$42K 0.01%
278
220
$41K 0.01%
275
221
$39K 0.01%
200
222
$39K 0.01%
1,314
223
$38K 0.01%
255
+30
224
$38K 0.01%
707
225
$36K 0.01%
350
7 8
9
10 11