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
$484M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.52M
3
+$1.03M
4
PH icon
Parker-Hannifin
PH
+$884K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$316K

Top Sells

1
+$1.4M
2
+$963K
3
+$787K
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$325K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$211K

Sector Composition

1 Technology 16.05%
2 Industrials 15.66%
3 Healthcare 9.24%
4 Consumer Staples 8.95%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
902
227
$34.6K 0.01%
2,560
228
$34.6K 0.01%
803
229
$34.2K 0.01%
43
230
$34.1K 0.01%
75
231
$33.5K 0.01%
66
+1
232
$33.4K 0.01%
799
233
$32.7K 0.01%
223
234
$32.5K 0.01%
358
-3
235
$31.5K 0.01%
214
236
$31.5K 0.01%
225
-254
237
$31.2K 0.01%
14,000
238
$30.9K 0.01%
351
+70
239
$30.3K 0.01%
455
240
$30K 0.01%
432
241
$29.2K 0.01%
12,545
+1,969
242
$28.9K 0.01%
400
243
$28.1K 0.01%
308
244
$27.2K 0.01%
310
245
$27.2K 0.01%
941
-47
246
$27K 0.01%
100
247
$26K 0.01%
500
248
$25.3K 0.01%
473
249
$24.8K 0.01%
466
250
$24K 0.01%
229
+1
8 9
10
11 12