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
176
$115K 0.02%
5,464
+315
177
$114K 0.02%
1,220
178
$112K 0.02%
2,164
179
$109K 0.02%
5,000
180
$107K 0.02%
915
+46
181
$106K 0.02%
1,250
182
$104K 0.02%
2,061
183
$99.2K 0.02%
1,665
-35
184
$86.3K 0.02%
500
185
$79.4K 0.02%
300
186
$78.8K 0.02%
2,418
-156
187
$78.2K 0.02%
458
188
$73.5K 0.02%
278
189
$72.8K 0.02%
690
-470
190
$72.5K 0.02%
2,000
191
$70K 0.01%
2,045
-250
192
$67.6K 0.01%
2,000
193
$65.8K 0.01%
2,250
194
$64.6K 0.01%
440
195
$64.3K 0.01%
115
-62
196
$63.1K 0.01%
235
197
$63K 0.01%
141
-62
198
$61.4K 0.01%
941
199
$60.6K 0.01%
723
+219
200
$60.1K 0.01%
107
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8
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