HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$6.8M
2
+$1.07M
3
+$540K
4
DMAR icon
FT Vest US Equity Deep Buffer ETF March
DMAR
+$531K
5
DJUN icon
FT Vest US Equity Deep Buffer ETF June
DJUN
+$352K

Top Sells

1
+$2.29M
2
+$1.59M
3
+$706K
4
JNJ icon
Johnson & Johnson
JNJ
+$396K
5
MRK icon
Merck
MRK
+$379K

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
276
$10K ﹤0.01%
130
-58
277
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300
278
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235
279
$10K ﹤0.01%
1,250
280
$9K ﹤0.01%
355
+1
281
$9K ﹤0.01%
175
282
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420
283
$9K ﹤0.01%
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$8K ﹤0.01%
124
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$8K ﹤0.01%
50
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$8K ﹤0.01%
50
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58
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55
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$7K ﹤0.01%
550
290
$7K ﹤0.01%
200
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$7K ﹤0.01%
48,010
292
$7K ﹤0.01%
150
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+240
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$7K ﹤0.01%
500
295
$7K ﹤0.01%
53
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$7K ﹤0.01%
100
297
$7K ﹤0.01%
836
298
$7K ﹤0.01%
675
299
$7K ﹤0.01%
176
300
$7K ﹤0.01%
5,000
10 11
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