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
$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 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 3.67%
54,611
-107
2
$11.6M 2.89%
134,934
-4,741
3
$9.44M 2.34%
68,888
-427
4
$9.37M 2.33%
60,237
-1,139
5
$9.36M 2.32%
291,715
-3,326
6
$7.99M 1.98%
180,095
+1,818
7
$7.75M 1.92%
44,118
-103
8
$7.32M 1.82%
22,952
-36
9
$6.61M 1.64%
38,297
+612
10
$6.49M 1.61%
115,562
+1,172
11
$6.42M 1.59%
29,290
-440
12
$6.33M 1.57%
15,989
+118
13
$6.27M 1.56%
54,098
-379
14
$6.17M 1.53%
40,000
15
$6.04M 1.5%
42,383
-3,205
16
$5.44M 1.35%
32,999
+208
17
$5.39M 1.34%
24,757
-431
18
$5.11M 1.27%
36,465
19
$5.03M 1.25%
33,949
+473
20
$4.98M 1.24%
100,100
21
$4.93M 1.22%
22,040
22
$4.87M 1.21%
12,220
+1
23
$4.81M 1.19%
20,217
-447
24
$4.73M 1.17%
16,050
25
$4.53M 1.12%
33,562
+309
1
2 3 4 5