HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
26
$5.08M 1.09%
30,798
+93
27
$5.07M 1.09%
10,020
28
$5.01M 1.07%
141,805
-79,562
29
$4.94M 1.06%
33,804
+357
30
$4.85M 1.04%
16,000
31
$4.69M 1.01%
73,856
+20,904
32
$4.47M 0.96%
11,952
33
$4.29M 0.92%
25,000
-100
34
$4.23M 0.91%
+61,098
35
$4.23M 0.91%
29,959
-181
36
$4.1M 0.88%
41,341
-1,222
37
$4.09M 0.88%
22,275
-1,538
38
$4.01M 0.86%
16,042
+116
39
$3.97M 0.85%
15,114
-223
40
$3.89M 0.84%
38,782
-522
41
$3.7M 0.79%
19,135
-850
42
$3.58M 0.77%
92,961
-21,802
43
$3.56M 0.76%
16,587
44
$3.56M 0.76%
14,912
-322
45
$3.5M 0.75%
17,993
-69
46
$3.43M 0.74%
93,553
47
$3.42M 0.73%
8,410
-312
48
$3.4M 0.73%
48,000
49
$3.28M 0.7%
26,483
-998
50
$3.27M 0.7%
76,500
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