— Know what they know.
Not Investment Advice

HFSI

Hartford Strategic Income ETF
1W: -0.3% 1M: -0.5% 3M: -1.5% YTD: -0.5% 1Y: +5.5% 3Y: +9.7%
$35.12
+0.05 (+0.14%)
 
Weekly Expected Move ±0.5%
$35 $35 $35 $35 $35
ETF CBOE · AUM $203.7M
Key Statistics
AUM$204M
Holdings19
Top 10 Wt2.7%
Volume161,422
Avg Volume169,552
Beta0.33
Portfolio Fundamentals
P/E19.6
P/B3.2
Div Yield1.58%
ROE17.5%
% Profitable1%
Inception2021-09-22
Sector Allocation
Other 97.3%
Financial Services 2.6%
Utilities 0.1%
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 5.12% $40.9M 41,036,000
2 US DOLLAR 2.88% $23.0M 22,999,025
3 FNMA TBA 30 YR 5 SINGLE FAMILY MORTGAGE 2.69% $21.5M 22,040,000
4 US TREASURY N/B 11/34 4.25 2.68% $21.4M 21,810,000
5 US TREASURY N/B 08/30 3.625 2.50% $20.0M 20,466,000
6 US TREASURY N/B 09/28 3.375 2.35% $18.8M 19,115,000
7 INVESCO SENIOR LOAN ETF INVESCO SENIOR LOAN ETF BKLN 2.20% $17.6M 856,800
8 US TREASURY N/B 08/35 4.25 1.84% $14.7M 15,000,000
9 US TREASURY N/B 03/33 4.25 1.49% $11.9M 12,025,000
10 US TREASURY N/B 11/48 3.375 1.09% $8.7M 11,400,000

Recent Holding Changes

Date Holding Change Details
2026-05-20 APO-PA Changed 3663 → 914
2026-05-20 D New
2026-05-19 APO-PA Changed 1987 → 3663
2026-05-18 KEY-PJ New
2026-05-18 BDX Removed

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