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
201
$52K 0.02%
1,168
202
$51K 0.02%
167
203
$51K 0.02%
833
-3
204
$48K 0.01%
200
205
$48K 0.01%
2,362
+1,137
206
$48K 0.01%
1,196
207
$46K 0.01%
1,400
208
$45K 0.01%
500
209
$45K 0.01%
8,415
210
$44K 0.01%
123
211
$43K 0.01%
1,210
212
$43K 0.01%
278
213
$42K 0.01%
845
214
$42K 0.01%
1,469
215
$42K 0.01%
160
216
$40K 0.01%
1,400
-18
217
$39K 0.01%
473
218
$39K 0.01%
672
219
$38K 0.01%
107
220
$38K 0.01%
600
221
$37K 0.01%
894
-347
222
$37K 0.01%
259
223
$37K 0.01%
1,000
224
$36K 0.01%
1,104
225
$36K 0.01%
466
7 8
9
10 11