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
$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
126
$600K 0.13%
2,000
127
$574K 0.12%
6,000
128
$570K 0.12%
9,595
129
$561K 0.12%
11,058
-5,378
130
$559K 0.12%
10,176
-100
131
$545K 0.12%
8,080
+670
132
$537K 0.12%
1,632
133
$517K 0.11%
1,034
+21
134
$515K 0.11%
1,412
135
$513K 0.11%
1,163
136
$462K 0.1%
964
-1
137
$440K 0.09%
27,134
138
$415K 0.09%
3,000
139
$397K 0.09%
11,500
140
$396K 0.08%
27,863
141
$371K 0.08%
3,478
142
$343K 0.07%
2,157
-592
143
$317K 0.07%
1,725
+3
144
$298K 0.06%
48,848
+1,050
145
$294K 0.06%
4,000
146
$289K 0.06%
5,183
-592
147
$253K 0.05%
4,000
148
$246K 0.05%
2,800
149
$243K 0.05%
1,833
-3
150
$237K 0.05%
1,500
4 5
6
7 8