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
$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
1
$28.3M 5.8%
614,337
+15,754
2
$22.1M 4.52%
52,352
+495
3
$15.4M 3.15%
61,492
+1,482
4
$13.2M 2.71%
263,507
+30,749
5
$13M 2.67%
14,229
-36
6
$12.9M 2.64%
53,784
-401
7
$11.5M 2.36%
14,894
8
$9.24M 1.89%
+180,416
9
$8.14M 1.67%
20,914
-35
10
$8.08M 1.66%
22,287
-112
11
$8.04M 1.65%
249,264
-1,841
12
$7.54M 1.54%
161,040
-903
13
$7.28M 1.49%
36,086
14
$6.96M 1.43%
11,192
-75
15
$6.68M 1.37%
49,761
+1,516
16
$6.64M 1.36%
20,000
17
$6.38M 1.31%
10,031
18
$6.37M 1.3%
28,186
-235
19
$6.07M 1.24%
152,926
-3,687
20
$5.76M 1.18%
35,441
+705
21
$5.63M 1.15%
16,000
22
$5.58M 1.14%
22,000
23
$5.42M 1.11%
32,600
+164
24
$5.39M 1.1%
37,230
-692
25
$5.38M 1.1%
50,059
-248
1
2 3 4 5