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
251
$22K 0.01%
205
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252
$21K 0.01%
174
253
$21K 0.01%
540
-231
254
$21K 0.01%
600
255
$20K 0.01%
184
256
$20K 0.01%
732
257
$20K 0.01%
642
258
$20K 0.01%
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259
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260
$20K 0.01%
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261
$20K 0.01%
420
262
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600
263
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+10,000
264
$19K 0.01%
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265
$19K 0.01%
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$18K 0.01%
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267
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75
268
$18K 0.01%
650
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269
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$17K 0.01%
268
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435
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272
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533
273
$17K 0.01%
300
274
$16K 0.01%
244
275
$16K 0.01%
1,524
9 10
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