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
76
$1.97M 0.41%
11,887
+433
77
$1.93M 0.4%
17,600
78
$1.92M 0.4%
64,537
79
$1.86M 0.38%
20,745
-353
80
$1.86M 0.38%
16,614
-466
81
$1.8M 0.37%
3,300
82
$1.76M 0.36%
31,435
83
$1.76M 0.36%
14,424
+1,032
84
$1.63M 0.34%
10,579
85
$1.62M 0.33%
4,216
-4
86
$1.6M 0.33%
7,000
87
$1.56M 0.32%
6,701
-13
88
$1.55M 0.32%
34,134
89
$1.53M 0.32%
19,100
90
$1.42M 0.29%
22,374
+3
91
$1.41M 0.29%
16,110
92
$1.39M 0.29%
18,567
93
$1.39M 0.29%
33,000
94
$1.38M 0.28%
6,833
95
$1.37M 0.28%
4,381
96
$1.33M 0.27%
12,731
-259
97
$1.31M 0.27%
7,565
-88
98
$1.28M 0.26%
8,795
+3
99
$1.28M 0.26%
17,109
-81
100
$1.25M 0.26%
2,506
-26
2 3
4
5 6