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
101
$1.21M 0.26%
12,595
-323
102
$1.21M 0.26%
3,657
-143
103
$1.15M 0.25%
29,260
+2,582
104
$1.12M 0.24%
4,381
105
$1.1M 0.24%
6,035
-243
106
$1.09M 0.23%
16,122
-807
107
$958K 0.21%
7,000
108
$946K 0.2%
32,645
-100
109
$943K 0.2%
24,274
-1,122
110
$934K 0.2%
17,605
+514
111
$923K 0.2%
22,221
-8,525
112
$897K 0.19%
14,017
+792
113
$877K 0.19%
28,308
-5,685
114
$869K 0.19%
17,488
-14,024
115
$832K 0.18%
16,559
-423
116
$756K 0.16%
6,000
117
$754K 0.16%
3,258
-30
118
$748K 0.16%
15,396
-906
119
$710K 0.15%
20,500
120
$700K 0.15%
12,969
121
$662K 0.14%
10,408
122
$660K 0.14%
23,232
-2,503
123
$623K 0.13%
5,858
+4,442
124
$606K 0.13%
33,940
125
$603K 0.13%
2,805
3 4
5
6 7