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
151
$232K 0.05%
2,303
-213
152
$221K 0.05%
+2,829
153
$211K 0.05%
1,065
+432
154
$210K 0.05%
9,354
-6,501
155
$206K 0.04%
380
156
$190K 0.04%
1,118
-2
157
$181K 0.04%
907
158
$174K 0.04%
1,150
159
$171K 0.04%
4,399
160
$169K 0.04%
2,121
161
$168K 0.04%
6,000
+875
162
$149K 0.03%
1,534
163
$141K 0.03%
1,729
+9
164
$141K 0.03%
1,548
165
$138K 0.03%
7,205
-494
166
$133K 0.03%
1,800
167
$129K 0.03%
2,198
168
$124K 0.03%
1,207
169
$124K 0.03%
1,160
170
$119K 0.03%
412
171
$118K 0.03%
2,740
-770
172
$118K 0.03%
4,100
173
$114K 0.02%
714
+85
174
$114K 0.02%
2,092
175
$110K 0.02%
2,314
-300
5 6
7
8 9