HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$155K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$644K
3
+$535K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$293K
5
FDX icon
FedEx
FDX
+$284K

Top Sells

1
+$871K
2
+$598K
3
+$593K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$470K
5
NOW icon
ServiceNow
NOW
+$346K

Sector Composition

1 Industrials 16.86%
2 Technology 11.89%
3 Healthcare 10.78%
4 Consumer Staples 10.72%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
700
227
$34K 0.01%
3,600
228
$34K 0.01%
466
229
$34K 0.01%
500
230
$33K 0.01%
1,106
231
$33K 0.01%
160
-120
232
$32K 0.01%
200
233
$32K 0.01%
107
234
$32K 0.01%
450
235
$31K 0.01%
+498
236
$31K 0.01%
130
237
$31K 0.01%
1,427
238
$30K 0.01%
+607
239
$30K 0.01%
+2,075
240
$28K 0.01%
569
241
$28K 0.01%
200
242
$28K 0.01%
300
243
$27K 0.01%
115
244
$26K 0.01%
300
245
$26K 0.01%
884
246
$26K 0.01%
400
247
$24K 0.01%
160
-2
248
$23K 0.01%
455
249
$23K 0.01%
+1,755
250
$22K 0.01%
1,200
8 9
10
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