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
176
$108K 0.02%
3,679
+10
177
$107K 0.02%
2,600
-212
178
$105K 0.02%
990
-10
179
$101K 0.02%
1,836
180
$100K 0.02%
5,000
181
$98.4K 0.02%
1,305
-244
182
$97.6K 0.02%
2,918
-6
183
$97.2K 0.02%
208
-18
184
$94.6K 0.02%
1,284
185
$93K 0.02%
472
+376
186
$91.2K 0.02%
+532
187
$87.1K 0.02%
528
+6
188
$86K 0.02%
3,755
189
$83.4K 0.02%
858
-85
190
$79.8K 0.02%
300
191
$75.5K 0.02%
1,206
192
$75.4K 0.02%
2,413
+193
193
$72.2K 0.02%
2,000
-199
194
$71.9K 0.02%
2,320
195
$71.1K 0.02%
1,543
+231
196
$70K 0.02%
1,607
-419
197
$68.8K 0.01%
1,186
-221
198
$68.4K 0.01%
500
199
$66.4K 0.01%
2,781
200
$63.3K 0.01%
512
-41
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8
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