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
301
$7K ﹤0.01%
40
302
$6K ﹤0.01%
114
303
$6K ﹤0.01%
80
304
$6K ﹤0.01%
297
305
$6K ﹤0.01%
722
-55
306
$6K ﹤0.01%
278
-227
307
$6K ﹤0.01%
19
-5
308
$5K ﹤0.01%
1,000
309
$5K ﹤0.01%
33
-4
310
$5K ﹤0.01%
217
311
$5K ﹤0.01%
12
312
$5K ﹤0.01%
400
+300
313
$5K ﹤0.01%
60
314
$5K ﹤0.01%
25
315
$5K ﹤0.01%
15
-35
316
$5K ﹤0.01%
104
317
$4K ﹤0.01%
4
318
$4K ﹤0.01%
16
+3
319
$4K ﹤0.01%
598
320
$4K ﹤0.01%
48
321
$4K ﹤0.01%
50
322
$4K ﹤0.01%
66
-12
323
$4K ﹤0.01%
600
324
$4K ﹤0.01%
86
325
$4K ﹤0.01%
48
11 12
13
14 15