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
301
$6.89K ﹤0.01%
40
302
$6.83K ﹤0.01%
85
303
$6.6K ﹤0.01%
530
304
$5.98K ﹤0.01%
216
305
$4.85K ﹤0.01%
10
306
$4.58K ﹤0.01%
18
307
$4.54K ﹤0.01%
39
308
$4.35K ﹤0.01%
46
309
$4.25K ﹤0.01%
6,500
310
$4.12K ﹤0.01%
42
311
$4.03K ﹤0.01%
20
312
$3.97K ﹤0.01%
30
313
$3.88K ﹤0.01%
4,000
314
$3.81K ﹤0.01%
15
315
$3.71K ﹤0.01%
119
316
$3.56K ﹤0.01%
300
317
$3.36K ﹤0.01%
8
318
$3.14K ﹤0.01%
900
319
$3.05K ﹤0.01%
10
320
$2.86K ﹤0.01%
1,450
321
$2.85K ﹤0.01%
5,000
322
$2.83K ﹤0.01%
20
323
$2.59K ﹤0.01%
297
324
$2.58K ﹤0.01%
11
325
$2.54K ﹤0.01%
4
11 12
13
14 15