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
151
$229K 0.05%
1,338
-392
152
$226K 0.05%
4,104
153
$219K 0.05%
2,000
154
$181K 0.04%
1,500
155
$168K 0.03%
1,696
-48
156
$165K 0.03%
6,529
157
$165K 0.03%
380
158
$162K 0.03%
532
159
$158K 0.03%
5,570
-487
160
$151K 0.03%
1,965
161
$147K 0.03%
2,755
+5
162
$144K 0.03%
2,897
+297
163
$143K 0.03%
2,314
164
$142K 0.03%
3,449
165
$141K 0.03%
1,800
166
$139K 0.03%
908
167
$133K 0.03%
690
-245
168
$131K 0.03%
2,058
169
$129K 0.03%
630
+1
170
$127K 0.03%
2,198
171
$124K 0.03%
3,755
172
$124K 0.03%
1,548
173
$123K 0.03%
412
174
$120K 0.02%
3,000
175
$115K 0.02%
1,182
5 6
7
8 9