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
201
$63K 0.01%
107
202
$61.8K 0.01%
160
203
$60.6K 0.01%
1,068
+18
204
$60.6K 0.01%
595
-31
205
$60.5K 0.01%
260
+28
206
$59.1K 0.01%
2,000
207
$57K 0.01%
258
208
$56.8K 0.01%
440
209
$54.1K 0.01%
692
210
$53.1K 0.01%
608
211
$51.6K 0.01%
600
212
$50.8K 0.01%
721
213
$46.6K 0.01%
2,060
-103
214
$45.6K 0.01%
43
215
$44.4K 0.01%
1,358
+17
216
$44.3K 0.01%
1,618
-263
217
$43.7K 0.01%
473
-40
218
$43.3K 0.01%
2,560
219
$42.3K 0.01%
146
220
$42.3K 0.01%
529
-6
221
$41.3K 0.01%
300
222
$39.5K 0.01%
223
-22
223
$39.4K 0.01%
500
224
$38.9K 0.01%
1,400
225
$38.8K 0.01%
1,037
+25
7 8
9
10 11