HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$3.12M
2
+$1.52M
3
+$1.15M
4
PH icon
Parker-Hannifin
PH
+$952K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$325K

Top Sells

1
+$1.24M
2
+$978K
3
+$827K
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
351
$465 ﹤0.01%
50
352
$429 ﹤0.01%
266
353
$371 ﹤0.01%
65
354
$312 ﹤0.01%
16
355
$247 ﹤0.01%
5
356
$173 ﹤0.01%
+10
357
$169 ﹤0.01%
32
358
$150 ﹤0.01%
2
359
$129 ﹤0.01%
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-4,539
362
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