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
326
$4.88K ﹤0.01%
376
327
$4.76K ﹤0.01%
+1,300
328
$4.69K ﹤0.01%
10
329
$4.57K ﹤0.01%
20
330
$4.3K ﹤0.01%
29
331
$4.23K ﹤0.01%
300
332
$4.21K ﹤0.01%
+500
333
$4.21K ﹤0.01%
4
334
$4.13K ﹤0.01%
105
335
$4.06K ﹤0.01%
39
336
$3.9K ﹤0.01%
8
337
$3.62K ﹤0.01%
119
338
$3.59K ﹤0.01%
46
-140
339
$3.58K ﹤0.01%
47
-9
340
$3.51K ﹤0.01%
+92
341
$3.27K ﹤0.01%
42
342
$3.16K ﹤0.01%
297
343
$3.02K ﹤0.01%
5,000
344
$2.9K ﹤0.01%
25
345
$2.8K ﹤0.01%
2
346
$2.78K ﹤0.01%
+900
347
$2.77K ﹤0.01%
30
348
$2.72K ﹤0.01%
50
349
$2.71K ﹤0.01%
65
350
$2.69K ﹤0.01%
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