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
$466M
AUM Growth
-$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.97M
3
+$1.33M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.14M
5
TMO icon
Thermo Fisher Scientific
TMO
+$614K

Top Sells

1
+$5.61M
2
+$4.46M
3
+$2.81M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$840K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$697K

Sector Composition

1 Technology 17.16%
2 Industrials 15.82%
3 Healthcare 9.98%
4 Consumer Staples 8.91%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.8K 0.01%
721
227
$45K 0.01%
440
-86
228
$43.7K 0.01%
300
229
$41.5K 0.01%
155
-400
230
$41.2K 0.01%
132
-12
231
$40.8K 0.01%
422
+24
232
$39.8K 0.01%
1,400
233
$39.2K 0.01%
466
234
$38.3K 0.01%
486
-175
235
$37.7K 0.01%
799
236
$36.6K 0.01%
873
-187
237
$36.4K 0.01%
530
+21
238
$36.3K 0.01%
1,904
-210
239
$34.6K 0.01%
577
-84
240
$34.4K 0.01%
334
-140
241
$34.4K 0.01%
400
242
$33.8K 0.01%
43
243
$33.8K 0.01%
250
+50
244
$33.5K 0.01%
1,687
-651
245
$32.6K 0.01%
968
-161
246
$32.1K 0.01%
241
-59
247
$32.1K 0.01%
249
-91
248
$31.7K 0.01%
1,250
249
$31.5K 0.01%
231
-63
250
$31.4K 0.01%
3,100
8 9
10
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