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
26
$3.98M 1.17%
11,932
-3
27
$3.98M 1.17%
22,040
28
$3.95M 1.16%
24,078
-161
29
$3.76M 1.11%
48,000
30
$3.66M 1.08%
11,917
-85
31
$3.48M 1.02%
16,600
32
$3.43M 1.01%
19,319
+44
33
$3.42M 1%
41,697
+906
34
$3.37M 0.99%
25,100
35
$3.31M 0.97%
40,422
-2,273
36
$3.21M 0.94%
200,441
+1,268
37
$3.1M 0.91%
32,511
-2,319
38
$3.04M 0.89%
26,977
-872
39
$3.03M 0.89%
43,903
-656
40
$3M 0.88%
42,168
-4,568
41
$2.98M 0.88%
34,661
-4,243
42
$2.96M 0.87%
76,500
43
$2.85M 0.84%
12,613
-102
44
$2.77M 0.81%
17,875
45
$2.75M 0.81%
10,293
+382
46
$2.75M 0.81%
28,570
-2,190
47
$2.72M 0.8%
13,975
-950
48
$2.71M 0.8%
49,381
-1,886
49
$2.67M 0.78%
20,000
50
$2.64M 0.78%
17,701
-2,188
1
2
3 4 5