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
101
$1.02M 0.3%
6,000
102
$967K 0.28%
3,300
103
$963K 0.28%
17,885
+1,460
104
$945K 0.28%
19,204
-51
105
$945K 0.28%
7,424
-720
106
$942K 0.28%
22,947
-1,562
107
$935K 0.27%
9,119
-515
108
$934K 0.27%
9,403
-10
109
$867K 0.25%
24,375
-229
110
$860K 0.25%
27,118
+1,023
111
$851K 0.25%
35,774
+4
112
$839K 0.25%
13,000
113
$821K 0.24%
14,078
-986
114
$805K 0.24%
27,752
-100
115
$778K 0.23%
17,708
+67
116
$768K 0.23%
20,500
117
$741K 0.22%
12,969
118
$646K 0.19%
10,536
-48
119
$633K 0.19%
6,615
+55
120
$629K 0.18%
14,160
121
$627K 0.18%
51,670
122
$581K 0.17%
10,363
-48
123
$568K 0.17%
6,833
124
$558K 0.16%
1,100
125
$511K 0.15%
+17,408
3 4
5
6 7