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
176
$101K 0.03%
2,278
177
$100K 0.03%
5,000
178
$100K 0.03%
555
179
$94K 0.03%
718
180
$92K 0.03%
1,940
181
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1,611
+1
182
$89K 0.03%
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-100
183
$88K 0.03%
1,080
184
$77K 0.02%
2,044
185
$76K 0.02%
796
186
$75K 0.02%
672
187
$74K 0.02%
644
188
$68K 0.02%
177
189
$67K 0.02%
300
190
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191
$65K 0.02%
1,265
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192
$63K 0.02%
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193
$63K 0.02%
1,465
194
$62K 0.02%
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195
$60K 0.02%
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196
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3,050
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197
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2,000
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198
$57K 0.02%
523
199
$54K 0.02%
1,206
200
$52K 0.02%
283
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8
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