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
351
$2.67K ﹤0.01%
6
352
$2.67K ﹤0.01%
15
353
$2.61K ﹤0.01%
55
354
$2.51K ﹤0.01%
+1,450
355
$2.37K ﹤0.01%
13
356
$2.31K ﹤0.01%
28
357
$2.27K ﹤0.01%
+75
358
$2.17K ﹤0.01%
+20
359
$2.16K ﹤0.01%
30
360
$2.12K ﹤0.01%
35
361
$2.02K ﹤0.01%
19
362
$2K ﹤0.01%
31
-12
363
$1.97K ﹤0.01%
266
364
$1.94K ﹤0.01%
+5,000
365
$1.87K ﹤0.01%
49
366
$1.86K ﹤0.01%
29
367
$1.57K ﹤0.01%
+55
368
$1.57K ﹤0.01%
+80
369
$1.47K ﹤0.01%
+60
370
$1.36K ﹤0.01%
+70
371
$1.35K ﹤0.01%
+70
372
$1.31K ﹤0.01%
800
373
$1.21K ﹤0.01%
18
374
$1.06K ﹤0.01%
+26
375
$1K ﹤0.01%
+1,000
13 14
15
16 17