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
$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
1
$15.3M 3.88%
54,137
-474
2
$10.3M 2.61%
131,599
-3,335
3
$9.85M 2.51%
60,176
-61
4
$9.58M 2.44%
67,725
-1,163
5
$8.64M 2.2%
290,644
-1,071
6
$7.85M 2%
181,626
+1,531
7
$7.48M 1.9%
22,798
-154
8
$7.43M 1.89%
43,900
-218
9
$7.14M 1.82%
15,883
-106
10
$6.76M 1.72%
40,000
11
$6.42M 1.63%
38,649
+352
12
$6.38M 1.62%
53,997
-101
13
$6.25M 1.59%
117,291
+1,729
14
$6.21M 1.58%
29,231
-59
15
$5.45M 1.39%
36,465
16
$5.34M 1.36%
33,041
+42
17
$5.31M 1.35%
41,227
-1,156
18
$5.29M 1.35%
19,607
-610
19
$5.13M 1.31%
16,050
20
$5.13M 1.31%
34,114
+165
21
$4.94M 1.26%
99,490
-610
22
$4.9M 1.25%
12,202
-18
23
$4.73M 1.2%
33,853
+291
24
$4.71M 1.2%
24,546
-211
25
$4.55M 1.16%
22,040
1
2 3 4 5