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
51
$2.43M 0.71%
10,020
52
$2.4M 0.71%
21,269
+569
53
$2.39M 0.7%
92,905
-20,704
54
$2.37M 0.7%
12,620
-306
55
$2.31M 0.68%
15,604
+67
56
$2.28M 0.67%
37,292
+848
57
$2.24M 0.66%
51,289
+95
58
$2.22M 0.65%
32,713
-36
59
$2.21M 0.65%
48,103
+22,362
60
$2.15M 0.63%
94,720
-270
61
$2.14M 0.63%
4,243
-630
62
$2.06M 0.6%
81,890
-1,210
63
$1.89M 0.56%
46,769
64
$1.85M 0.54%
26,000
65
$1.82M 0.54%
49,077
+2,825
66
$1.82M 0.53%
42,006
+492
67
$1.77M 0.52%
148,804
+596
68
$1.76M 0.52%
21,210
69
$1.74M 0.51%
43,243
+12,847
70
$1.73M 0.51%
18,589
-85
71
$1.69M 0.5%
54,614
+706
72
$1.67M 0.49%
20,664
-130
73
$1.64M 0.48%
16,137
-357
74
$1.62M 0.48%
53,709
+3,531
75
$1.58M 0.46%
7,094
1 2
3
4 5