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
301
$7K ﹤0.01%
150
302
$6K ﹤0.01%
114
303
$6K ﹤0.01%
297
304
$6K ﹤0.01%
722
-55
305
$6K ﹤0.01%
278
-227
306
$6K ﹤0.01%
19
-5
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$6K ﹤0.01%
80
308
$5K ﹤0.01%
1,000
309
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33
-4
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217
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$5K ﹤0.01%
12
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$5K ﹤0.01%
400
+300
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$5K ﹤0.01%
60
314
$5K ﹤0.01%
25
315
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15
-35
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$5K ﹤0.01%
104
317
$4K ﹤0.01%
598
318
$4K ﹤0.01%
48
319
$4K ﹤0.01%
50
320
$4K ﹤0.01%
66
-12
321
$4K ﹤0.01%
6,000
322
$4K ﹤0.01%
86
323
$4K ﹤0.01%
4
324
$4K ﹤0.01%
16
+3
325
$4K ﹤0.01%
48
11 12
13
14 15