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HDUS

Hartford Disciplined US Equity ETF
1W: -0.4% 1M: +3.6% 3M: +6.7% YTD: +8.7% 1Y: +24.4% 3Y: +79.9%
$71.32
+0.35 (+0.50%)
 
Weekly Expected Move ±1.3%
$69 $70 $71 $71 $72
ETF AMEX · AUM $180.7M
Key Statistics
AUM$181M
Holdings239
Top 10 Wt36.8%
Volume8,161
Avg Volume7,375
Beta0.94
Portfolio Fundamentals
P/E36.4
P/B14.3
Div Yield1.53%
ROE43.8%
% Profitable92%
Inception2022-11-17
Sector Allocation
Technology 35.1%
Financial Services 12.1%
Communication Services 11.4%
Consumer Cyclical 10.2%
Industrials 7.0%
Healthcare 6.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 7.75% $14.6M 65,179
2 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 6.06% $11.4M 29,292
3 APPLE INC COMMON STOCK USD.00001 AAPL 5.40% $10.2M 33,583
4 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 5.16% $9.7M 23,014
5 AMAZON.COM INC COMMON STOCK USD.01 AMZN 3.74% $7.0M 26,496
6 BROADCOM INC COMMON STOCK AVGO 2.64% $5.0M 11,854
7 META PLATFORMS INC CLASS A COMMON STOCK USD.000006 META 2.08% $3.9M 6,457
8 TESLA INC COMMON STOCK USD.001 TSLA 1.45% $2.7M 6,522
9 EXXON MOBIL CORP COMMON STOCK XOM 1.24% $2.3M 14,951
10 JOHNSON + JOHNSON COMMON STOCK USD1.0 JNJ 1.23% $2.3M 10,063

Recent Holding Changes

Date Holding Change Details
2026-05-18 VLTO Changed 4689 → 3707
2026-05-18 DBX Changed 43324 → 42777
2026-05-18 CNP Changed 15387 → 15158
2026-05-18 ORI Changed 865 → 997
2026-05-18 LDOS Changed 721 → 321

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms