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
376
$870 ﹤0.01%
+65
377
$692 ﹤0.01%
+45
378
$667 ﹤0.01%
18
379
$592 ﹤0.01%
10
380
$542 ﹤0.01%
110
381
$517 ﹤0.01%
50
382
$496 ﹤0.01%
+400
383
$402 ﹤0.01%
150
384
$255 ﹤0.01%
+250
385
$202 ﹤0.01%
5
386
$183 ﹤0.01%
+21
387
$181 ﹤0.01%
+7
388
$126 ﹤0.01%
+250
389
$120 ﹤0.01%
32
390
$113 ﹤0.01%
+25
391
$93 ﹤0.01%
+20
392
$93 ﹤0.01%
+10
393
$89 ﹤0.01%
+5
394
$50 ﹤0.01%
+10
395
$6 ﹤0.01%
+4
396
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397
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398
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399
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400
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