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
1
$29.2M 6.02%
620,029
+5,692
2
$19.7M 4.06%
52,372
+20
3
$14.7M 3.03%
293,843
+30,336
4
$13.5M 2.79%
60,769
-723
5
$13.4M 2.77%
14,201
-28
6
$13M 2.69%
53,030
-754
7
$12.3M 2.54%
14,894
8
$8.93M 1.84%
174,082
-6,334
9
$8.24M 1.7%
35,586
-500
10
$8.06M 1.66%
74,374
+24,613
11
$7.53M 1.56%
20,554
-360
12
$7.3M 1.51%
248,064
-1,200
13
$7.23M 1.49%
21,931
-356
14
$6.98M 1.44%
11,486
+1,455
15
$6.95M 1.44%
159,518
-1,522
16
$6.22M 1.28%
46,874
-610
17
$6.15M 1.27%
36,750
-480
18
$6.02M 1.24%
11,090
-102
19
$5.9M 1.22%
27,879
-307
20
$5.9M 1.22%
40,011
21
$5.88M 1.21%
49,481
-578
22
$5.84M 1.21%
150,558
-2,368
23
$5.61M 1.16%
11,952
24
$5.46M 1.13%
22,000
25
$5.44M 1.12%
20,000
1
2 3 4 5