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
126
$596K 0.12%
20,363
-487
127
$586K 0.12%
8,911
-11,964
128
$553K 0.11%
1,532
+120
129
$550K 0.11%
1,632
130
$546K 0.11%
996
131
$546K 0.11%
1,164
+197
132
$538K 0.11%
3,000
133
$531K 0.11%
1,034
134
$490K 0.1%
26,382
-752
135
$488K 0.1%
2,000
136
$460K 0.09%
6,417
137
$446K 0.09%
27,863
138
$432K 0.09%
2,157
139
$422K 0.09%
6,000
140
$365K 0.08%
11,500
141
$364K 0.08%
3,478
-55
142
$343K 0.07%
7,605
-650
143
$336K 0.07%
9,114
-465
144
$323K 0.07%
4,000
145
$317K 0.07%
13,975
146
$304K 0.06%
49,848
147
$288K 0.06%
1,833
148
$285K 0.06%
2,303
149
$280K 0.06%
1,082
150
$239K 0.05%
4,000
4 5
6
7 8