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
51
$2.81M 0.6%
19,903
-275
52
$2.73M 0.59%
12,076
-197
53
$2.69M 0.58%
19,448
-3,183
54
$2.64M 0.57%
5,182
+384
55
$2.58M 0.55%
18,671
+357
56
$2.57M 0.55%
39,312
+861
57
$2.52M 0.54%
32,447
58
$2.48M 0.53%
4,471
59
$2.48M 0.53%
9,610
+2,067
60
$2.38M 0.51%
48,608
+1,625
61
$2.33M 0.5%
46,230
-4,244
62
$2.32M 0.5%
14,430
-160
63
$2.28M 0.49%
4,512
-807
64
$2.26M 0.49%
48,589
-83
65
$2.17M 0.46%
60,891
+2,796
66
$2.16M 0.46%
71,796
-39
67
$2.15M 0.46%
50,664
-1,545
68
$2.12M 0.46%
20,963
69
$2.08M 0.45%
45,659
-100
70
$2.07M 0.44%
34,965
+1,985
71
$2.04M 0.44%
13,760
-749
72
$2.02M 0.43%
50,770
-1,807
73
$2.01M 0.43%
36,522
-80,993
74
$1.96M 0.42%
17,491
+210
75
$1.94M 0.42%
17,600
1 2
3
4 5