HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$13.4M 3.98%
272,058
+26,750
2
$11.4M 3.38%
54,209
+85
3
$8.42M 2.5%
146,679
-3,288
4
$8.4M 2.49%
72,525
-2,171
5
$7.73M 2.29%
298,557
-618
6
$7.29M 2.16%
62,917
+3,924
7
$6.35M 1.88%
22,855
-162
8
$6.08M 1.8%
63,186
+592
9
$5.96M 1.77%
54,766
-163
10
$5.84M 1.73%
37,112
+137
11
$5.79M 1.72%
40,000
12
$5.73M 1.7%
46,171
+441
13
$5.69M 1.69%
109,893
+2,913
14
$5.59M 1.66%
15,745
+33
15
$5.21M 1.54%
104,265
+15,803
16
$5.13M 1.52%
348,371
+20,302
17
$5.06M 1.5%
178,000
-1,041
18
$4.93M 1.46%
29,956
+148
19
$4.85M 1.44%
32,551
+312
20
$4.58M 1.36%
33,037
+589
21
$4.55M 1.35%
32,734
+183
22
$4.26M 1.26%
22,040
23
$4.13M 1.22%
36,465
24
$4.04M 1.2%
27,395
+148
25
$4.03M 1.19%
21,109
-99
1
2 3 4 5