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
201
$63.2K 0.01%
1,333
+9
202
$63.2K 0.01%
1,256
+173
203
$62.6K 0.01%
115
-72
204
$61.8K 0.01%
473
205
$61.7K 0.01%
432
+90
206
$60.4K 0.01%
235
207
$59.8K 0.01%
1,940
208
$59.8K 0.01%
626
-134
209
$58.5K 0.01%
107
210
$58.2K 0.01%
2,102
211
$57.8K 0.01%
2,560
212
$56.5K 0.01%
278
213
$55.8K 0.01%
608
-1,423
214
$55.3K 0.01%
1,086
-513
215
$55K 0.01%
912
+24
216
$53.9K 0.01%
692
-4
217
$53.8K 0.01%
600
218
$52.5K 0.01%
232
219
$52.3K 0.01%
258
-50
220
$50.4K 0.01%
311
-50
221
$49.4K 0.01%
160
222
$48.5K 0.01%
14,000
223
$46.8K 0.01%
+500
224
$46.1K 0.01%
1,050
-526
225
$45.8K 0.01%
1,250
7 8
9
10 11