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
276
$18.4K ﹤0.01%
114
277
$17.9K ﹤0.01%
12
278
$17.1K ﹤0.01%
94
279
$16.9K ﹤0.01%
217
280
$16.4K ﹤0.01%
63
281
$16.2K ﹤0.01%
300
282
$15.8K ﹤0.01%
8,415
283
$15.8K ﹤0.01%
173
284
$15.6K ﹤0.01%
255
285
$15.4K ﹤0.01%
126
-49
286
$14.3K ﹤0.01%
110
287
$14K ﹤0.01%
117
288
$13.8K ﹤0.01%
1,175
289
$13.7K ﹤0.01%
100
290
$13.7K ﹤0.01%
370
291
$13.6K ﹤0.01%
119
292
$13.6K ﹤0.01%
152
-55
293
$13.3K ﹤0.01%
110
294
$12.8K ﹤0.01%
1,723
295
$12.4K ﹤0.01%
231
296
$12.3K ﹤0.01%
429
+1
297
$11.5K ﹤0.01%
614
+500
298
$10.2K ﹤0.01%
33
299
$9.95K ﹤0.01%
378
300
$9.79K ﹤0.01%
175
10 11
12
13 14