HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$27.4M 5.88%
592,230
+42,469
2
$22.3M 4.78%
49,856
-684
3
$13.5M 2.9%
14,911
4
$13.1M 2.81%
62,179
+254
5
$12.3M 2.65%
14,525
-168
6
$11.4M 2.45%
227,072
+22,667
7
$10.9M 2.35%
54,131
-1,048
8
$8.39M 1.8%
250,808
-4,856
9
$7.78M 1.67%
32,985
-1,574
10
$7.7M 1.65%
36,086
-23
11
$7.46M 1.6%
21,669
+156
12
$7.42M 1.59%
22,278
-645
13
$7.05M 1.51%
161,607
-724
14
$6.49M 1.39%
11,256
-87
15
$6.27M 1.34%
20,000
16
$6.2M 1.33%
39,650
+277
17
$6.13M 1.32%
53,278
-268
18
$6.06M 1.3%
28,384
+92
19
$6.03M 1.29%
159,264
-148,135
20
$5.94M 1.27%
48,105
+135
21
$5.32M 1.14%
34,556
+617
22
$5.3M 1.14%
32,165
+137
23
$5.21M 1.12%
22,000
-40
24
$5.17M 1.11%
40,011
25
$5.16M 1.11%
49,663
+83
1
2 3 4 5