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
$484M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.52M
3
+$1.03M
4
PH icon
Parker-Hannifin
PH
+$884K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$316K

Top Sells

1
+$1.4M
2
+$963K
3
+$787K
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
51
$3.13M 0.65%
15,256
+299
52
$2.96M 0.61%
32,200
53
$2.74M 0.57%
45,639
-3
54
$2.72M 0.56%
4,725
-169
55
$2.71M 0.56%
9,190
-83
56
$2.67M 0.55%
11,297
-262
57
$2.67M 0.55%
18,760
-270
58
$2.49M 0.51%
36,660
-1,512
59
$2.4M 0.5%
19,456
-340
60
$2.39M 0.49%
4,567
+111
61
$2.38M 0.49%
9,564
-1
62
$2.37M 0.49%
46,716
+4,112
63
$2.3M 0.47%
3,383
+272
64
$2.28M 0.47%
48,104
-1,496
65
$2.28M 0.47%
8,577
-39
66
$2.23M 0.46%
13,297
-25
67
$2.22M 0.46%
37,205
-904
68
$2.22M 0.46%
18,183
69
$2.19M 0.45%
18,417
-298
70
$2.18M 0.45%
32,928
-1,035
71
$2.17M 0.45%
6,936
72
$2.14M 0.44%
26,000
73
$2.08M 0.43%
49,756
+1,765
74
$2.03M 0.42%
21,750
+580
75
$1.99M 0.41%
44,875
-1,549
1 2
3
4 5