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
76
$1.92M 0.41%
6,937
-43
77
$1.87M 0.4%
16,951
+321
78
$1.84M 0.4%
26,000
79
$1.84M 0.39%
18,354
-93
80
$1.82M 0.39%
10,449
-1,717
81
$1.78M 0.38%
9,806
+750
82
$1.78M 0.38%
2,157
-239
83
$1.65M 0.35%
9,529
-428
84
$1.64M 0.35%
7,000
-94
85
$1.59M 0.34%
8,064
+428
86
$1.56M 0.34%
9,014
+2
87
$1.5M 0.32%
6,820
-274
88
$1.49M 0.32%
3,300
89
$1.46M 0.31%
26,904
+587
90
$1.43M 0.31%
17,817
-3,679
91
$1.43M 0.31%
2,582
+1,111
92
$1.42M 0.31%
22,566
+3
93
$1.41M 0.3%
34,134
-500
94
$1.37M 0.29%
6,833
95
$1.35M 0.29%
34,567
+3,218
96
$1.35M 0.29%
11,402
-416
97
$1.34M 0.29%
33,700
98
$1.32M 0.28%
18,481
-75
99
$1.28M 0.27%
7,801
-177
100
$1.27M 0.27%
19,100
2 3
4
5 6