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
1
$12.3M 3.62%
52,875
-386
2
$8.91M 2.62%
64,511
-1,190
3
$7.39M 2.17%
277,391
-7,935
4
$7.11M 2.09%
15,056
-286
5
$6.51M 1.91%
+227,561
6
$6.33M 1.86%
60,598
+1,255
7
$6.28M 1.85%
177,480
-5,223
8
$5.94M 1.75%
21,540
-645
9
$5.82M 1.71%
36,294
10
$5.57M 1.64%
38,784
+544
11
$5.28M 1.55%
32,364
-915
12
$5.25M 1.54%
116,479
+423
13
$5.21M 1.53%
40,000
14
$5.04M 1.48%
52,041
-1,115
15
$4.96M 1.46%
30,341
-2,343
16
$4.95M 1.46%
37,533
-1,346
17
$4.9M 1.44%
56,150
+132
18
$4.86M 1.43%
96,783
-31,812
19
$4.82M 1.42%
14,904
20
$4.77M 1.4%
28,572
-429
21
$4.27M 1.25%
45,248
+52
22
$4.13M 1.21%
16,050
23
$4.12M 1.21%
32,620
-516
24
$4.12M 1.21%
17,981
-1,017
25
$4.09M 1.2%
81,267
-45,315
1
2 3 4 5