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
251
$23.4K ﹤0.01%
496
252
$23K ﹤0.01%
363
253
$23K ﹤0.01%
900
254
$22K ﹤0.01%
1,124
255
$21.8K ﹤0.01%
275
256
$21.8K ﹤0.01%
296
257
$21.6K ﹤0.01%
102
258
$21.5K ﹤0.01%
355
259
$21.4K ﹤0.01%
420
260
$20.9K ﹤0.01%
1,952
261
$19.4K ﹤0.01%
58
262
$18.4K ﹤0.01%
10
263
$18K ﹤0.01%
187
264
$17.9K ﹤0.01%
94
265
$16.5K ﹤0.01%
300
266
$16.5K ﹤0.01%
126
267
$16.2K ﹤0.01%
173
268
$16.1K ﹤0.01%
135
+50
269
$15.5K ﹤0.01%
255
270
$15.5K ﹤0.01%
68
271
$15.2K ﹤0.01%
117
272
$14.8K ﹤0.01%
1,800
+850
273
$14.8K ﹤0.01%
110
274
$14.7K ﹤0.01%
541
275
$14K ﹤0.01%
136
-175