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Hartford Funds Management Co LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Hartford Funds Management Co LLC, 90% allocated to ETF.
- Top Sector
- ETF (90%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 4
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
50 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 14.4 quarters
- Avg. Top 20
- 13 quarters
- Avg. All Positions
- 7.7 quarters
- Median Holding Period
- 8 quarters
- Persistence Rate
- 66.32%
- Persistent Holdings Weight
- 85.56%
- Persistent Positions
- 63
- Longest Held
- ROUSHartford Multifactor US Equity ETFROUS - 30 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.06%
- Avg. Position Weight
- 1.05%
- Largest Position
Hartford Total Return Bond ETFHTRB - 40.80%- Largest Ownership Stake
BJs Wholesale Club Holdings, Inc. Common StockBJ - 0.01%- Avg. Ownership Stake
- 0.001%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q3 2018)
- Avg. New Position
- 2.37%
- Avg. Ownership Stake
- 0.001%
- Largest Position
- Hartford Total Return Bond ETFHTRB - 100.00% (Q4 2021)
- Largest Ownership Stake
FMC CorporationFMC - 0.01% (Q4 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 2.1%
- Value Traded
- $24.35M
- Positions Added
- 5
- Positions Exited
- 7
Historical (Since Q3 2018)
- Avg. Turnover Ratio
- 11.4%
- Avg. Positions Added
- 5
- Avg. Positions Exited
- 3
- Highest Turnover
- 54.3%Q4 2020