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
276
$13.9K ﹤0.01%
353
277
$13.8K ﹤0.01%
200
278
$13.5K ﹤0.01%
200
-6
279
$13.5K ﹤0.01%
1,175
280
$13K ﹤0.01%
136
281
$12.9K ﹤0.01%
110
282
$12.8K ﹤0.01%
100
283
$11.9K ﹤0.01%
380
284
$11.7K ﹤0.01%
1,500
285
$11.6K ﹤0.01%
50
286
$11.5K ﹤0.01%
175
287
$11.4K ﹤0.01%
289
288
$11K ﹤0.01%
+235
289
$10K ﹤0.01%
235
290
$10K ﹤0.01%
172
291
$9.8K ﹤0.01%
444
292
$9.79K ﹤0.01%
204
+102
293
$9.48K ﹤0.01%
700
294
$8.95K ﹤0.01%
80
295
$8.71K ﹤0.01%
42
296
$8.23K ﹤0.01%
84
297
$8.14K ﹤0.01%
114
+74
298
$7.6K ﹤0.01%
100
299
$7.49K ﹤0.01%
50
300
$7.34K ﹤0.01%
101
10 11
12
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