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
201
$58K 0.01%
595
202
$55.9K 0.01%
692
203
$55.3K 0.01%
608
204
$53K 0.01%
473
205
$52.6K 0.01%
500
206
$51.5K 0.01%
258
207
$51.3K 0.01%
2,060
208
$51.2K 0.01%
721
209
$51.1K 0.01%
1,366
+8
210
$50.8K 0.01%
1,068
211
$49.7K 0.01%
600
212
$47.5K 0.01%
529
213
$46.2K 0.01%
1,618
214
$45.2K 0.01%
160
215
$43.8K 0.01%
300
216
$42.1K 0.01%
873
217
$41.3K 0.01%
200
-60
218
$40.1K 0.01%
146
219
$39.9K 0.01%
192
220
$38.1K 0.01%
3,100
221
$37.7K 0.01%
121
222
$37.5K 0.01%
1,037
223
$37.4K 0.01%
420
224
$37.3K 0.01%
1,400
225
$36.5K 0.01%
250
7 8
9
10 11