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
301
$9.73K ﹤0.01%
200
302
$9.15K ﹤0.01%
+50
303
$9.04K ﹤0.01%
444
304
$8.98K ﹤0.01%
136
+36
305
$8.93K ﹤0.01%
15
306
$8.89K ﹤0.01%
40
307
$8.71K ﹤0.01%
+6,500
308
$8.49K ﹤0.01%
235
309
$8.08K ﹤0.01%
+4,000
310
$7.72K ﹤0.01%
20
311
$7.7K ﹤0.01%
500
312
$7.57K ﹤0.01%
216
313
$7.37K ﹤0.01%
130
314
$7.14K ﹤0.01%
192
-80
315
$7.11K ﹤0.01%
+530
316
$6.96K ﹤0.01%
+30
317
$6.84K ﹤0.01%
50
318
$6.81K ﹤0.01%
85
319
$6.28K ﹤0.01%
353
320
$6.2K ﹤0.01%
52
321
$6.04K ﹤0.01%
100
322
$5.75K ﹤0.01%
37
323
$5.5K ﹤0.01%
330
-757
324
$5.31K ﹤0.01%
35
325
$5.29K ﹤0.01%
+100
11 12
13
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