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
126
$467K 0.14%
3,021
+85
127
$454K 0.13%
3,362
128
$452K 0.13%
6,000
129
$421K 0.12%
10,598
+4,194
130
$406K 0.12%
1,518
-13
131
$386K 0.11%
9,595
132
$385K 0.11%
1,355
133
$369K 0.11%
1,676
+2
134
$359K 0.11%
34,135
135
$355K 0.1%
11,449
+10,891
136
$352K 0.1%
1,673
137
$346K 0.1%
12,130
+5
138
$328K 0.1%
1,000
139
$323K 0.09%
39,848
+5,000
140
$306K 0.09%
4,000
141
$299K 0.09%
27,134
142
$297K 0.09%
2,000
143
$277K 0.08%
3,000
144
$264K 0.08%
8,300
145
$258K 0.08%
4,000
146
$244K 0.07%
1,686
147
$242K 0.07%
5,549
148
$229K 0.07%
7,550
+18
149
$222K 0.07%
1,257
150
$196K 0.06%
1,840
4 5
6
7 8