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
76
$1.55M 0.46%
34,335
+1,761
77
$1.48M 0.43%
38,972
-489
78
$1.46M 0.43%
12,976
79
$1.46M 0.43%
50,942
-665
80
$1.44M 0.42%
22,558
-964
81
$1.42M 0.42%
49,509
+4,542
82
$1.4M 0.41%
34,823
83
$1.4M 0.41%
15,117
84
$1.39M 0.41%
6,823
85
$1.37M 0.4%
10,110
+968
86
$1.34M 0.39%
15,500
87
$1.33M 0.39%
26,360
+433
88
$1.29M 0.38%
17,600
89
$1.27M 0.37%
18,000
90
$1.27M 0.37%
20,665
-2,168
91
$1.25M 0.37%
42,776
-879
92
$1.25M 0.37%
4,518
-50
93
$1.23M 0.36%
4,451
-32
94
$1.19M 0.35%
9,995
-63
95
$1.16M 0.34%
5,000
96
$1.13M 0.33%
7,000
97
$1.11M 0.33%
9,146
-5
98
$1.04M 0.31%
4,514
-39
99
$1.03M 0.3%
21,351
-72
100
$1.03M 0.3%
20,999
2 3
4
5 6