HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$1.03M
3
+$516K
4
DMAR icon
FT Vest US Equity Deep Buffer ETF March
DMAR
+$511K
5
DJUN icon
FT Vest US Equity Deep Buffer ETF June
DJUN
+$338K

Top Sells

1
+$2.28M
2
+$1.6M
3
+$534K
4
JNJ icon
Johnson & Johnson
JNJ
+$383K
5
MRK icon
Merck
MRK
+$365K

Sector Composition

1 Industrials 16.25%
2 Technology 13.69%
3 Healthcare 12.01%
4 Consumer Staples 10.55%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
666
227
$32K 0.01%
400
228
$32K 0.01%
6,046
229
$30K 0.01%
285
230
$30K 0.01%
111
-4
231
$30K 0.01%
75
232
$30K 0.01%
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$29K 0.01%
814
234
$28K 0.01%
232
-43
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$27K 0.01%
789
236
$27K 0.01%
323
237
$24K 0.01%
629
-46
238
$23K 0.01%
184
239
$23K 0.01%
880
240
$23K 0.01%
744
241
$23K 0.01%
2,075
242
$23K 0.01%
400
243
$22K 0.01%
540
244
$21K 0.01%
329
-23
245
$21K 0.01%
707
246
$20K 0.01%
237
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247
$20K 0.01%
445
248
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249
$20K 0.01%
700
250
$19K 0.01%
450
8 9
10
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