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Not Investment Advice

HFSI

Hartford Strategic Income ETF
1W: -0.3% 1M: -0.9% 3M: -0.9% YTD: -1.0% 1Y: +1.9% 3Y: +8.8%
$34.99
+0.11 (+0.32%)
 
Weekly Expected Move ±0.3%
$35 $35 $35 $35 $35
ETF CBOE · AUM $202.9M
Key Statistics
AUM$203M
Holdings18
Top 10 Wt0.6%
Volume271,206
Avg Volume229,472
Beta0.33
Portfolio Fundamentals
P/E17.9
P/B2.2
Div Yield2.73%
ROE13.5%
% Profitable1%
Inception2021-09-22
Sector Allocation
Other 99.3%
Financial Services 0.7%
Utilities 0.0%
Technology 0.0%
Consumer Cyclical 0.0%
Healthcare 0.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 FNMA TBA 30 YR 5.5 SINGLE FAMILY MORTGAGE 5.14% $53.5M 54,021,000
2 US DOLLAR 3.56% $37.1M 37,095,466
3 US TREASURY N/B 08/30 3.625 2.39% $24.9M 25,691,000
4 US TREASURY N/B 05/33 3.375 2.22% $23.1M 24,815,000
5 US TREASURY N/B 08/35 4.25 1.92% $20.0M 20,600,000
6 US TREASURY N/B 11/34 4.25 1.85% $19.3M 19,785,000
7 US TREASURY N/B 09/28 3.375 1.78% $18.6M 18,940,000
8 US TREASURY N/B 05/37 5 1.68% $17.5M 17,022,000
9 US TREASURY N/B 05/40 1.125 1.50% $15.6M 25,421,000
10 US TREASURY N/B 05/29 3.875 1.40% $14.6M 14,750,000

Recent Holding Changes

Date Holding Change Details
2026-07-28 VGNT Removed
2026-07-28 BAC-PL Changed 134 → 357
2026-07-28 COF-PN Changed 16251 → 21251
2026-07-28 MS-PO Changed 1705 → 20830
2026-07-28 SYF-PB Changed 18754 → 22304

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