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
276
$15K 0.01%
68
277
$15K 0.01%
99
278
$15K 0.01%
880
279
$15K 0.01%
562
280
$14K ﹤0.01%
200
281
$14K ﹤0.01%
500
282
$14K ﹤0.01%
+250
283
$12K ﹤0.01%
100
284
$12K ﹤0.01%
500
285
$12K ﹤0.01%
+8
286
$12K ﹤0.01%
700
287
$12K ﹤0.01%
10,000
+8,000
288
$12K ﹤0.01%
175
289
$11K ﹤0.01%
7,500
-2,000
290
$11K ﹤0.01%
110
291
$11K ﹤0.01%
283
+134
292
$10K ﹤0.01%
65
+25
293
$10K ﹤0.01%
240
294
$10K ﹤0.01%
255
295
$10K ﹤0.01%
200
296
$10K ﹤0.01%
500
297
$9K ﹤0.01%
623
+16
298
$9K ﹤0.01%
140
299
$9K ﹤0.01%
224
300
$9K ﹤0.01%
118
10 11
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