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
151
$188K 0.06%
12,227
+80
152
$179K 0.05%
2,544
-25
153
$174K 0.05%
741
154
$173K 0.05%
380
155
$170K 0.05%
2,049
156
$160K 0.05%
1,500
157
$156K 0.05%
2,516
158
$152K 0.04%
573
159
$149K 0.04%
2,476
160
$144K 0.04%
1,920
-128
161
$141K 0.04%
3,652
162
$141K 0.04%
2,500
163
$134K 0.04%
3,923
+4
164
$129K 0.04%
1,800
165
$129K 0.04%
2,081
-100
166
$127K 0.04%
1,047
-141
167
$121K 0.04%
412
168
$121K 0.04%
3,755
169
$114K 0.03%
691
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170
$113K 0.03%
2,567
171
$106K 0.03%
3,493
172
$105K 0.03%
4,168
173
$104K 0.03%
920
174
$103K 0.03%
2,575
+200
175
$103K 0.03%
2,128
5 6
7
8 9