We are live on ! Find out more
HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$3.98M
2
+$1.95M
3
+$1.27M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.14M
5
TMO icon
Thermo Fisher Scientific
TMO
+$636K

Top Sells

1
+$5.52M
2
+$4.38M
3
+$2.73M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$821K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$696K

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
401
– –
-50
402
– –
-200
403
– –
-937
404
– –
-744
405
– –
-35
406
– –
-400
407
– –
-50
408
– –
-300
409
– –
-300
410
– –
-100
411
– –
-2,200
412
– –
-143
413
– –
-35
414
– –
-300
415
– –
-100
416
– –
-100
417
– –
-100
418
– –
-100
419
– –
-350
420
– –
-130
421
– –
-100
422
– –
-200
13 14 15 16
17