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
251
$30.8K 0.01%
15,039
+571
252
$30.6K 0.01%
75
253
$30K 0.01%
824
-186
254
$29.7K 0.01%
+250
255
$29K 0.01%
700
256
$28.7K 0.01%
275
-8
257
$28.5K 0.01%
332
-86
258
$26.9K 0.01%
420
259
$26.6K 0.01%
316
-107
260
$25.5K 0.01%
55
-27
261
$25.5K 0.01%
810
-202
262
$24.3K 0.01%
+100
263
$23.5K 0.01%
400
264
$23.2K 0.01%
330
-90
265
$22.8K ﹤0.01%
853
-333
266
$22.7K ﹤0.01%
150
-46
267
$22.4K ﹤0.01%
459
268
$21.4K ﹤0.01%
247
+11
269
$21.2K ﹤0.01%
484
270
$21.1K ﹤0.01%
1,500
+500
271
$21.1K ﹤0.01%
724
-100
272
$19.3K ﹤0.01%
58
273
$19.3K ﹤0.01%
1,124
274
$18.8K ﹤0.01%
496
275
$18.5K ﹤0.01%
350
9 10
11
12 13