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
301
$9K ﹤0.01%
100
302
$9K ﹤0.01%
2,000
-500
303
$9K ﹤0.01%
102
304
$9K ﹤0.01%
53
305
$9K ﹤0.01%
58
306
$9K ﹤0.01%
+1,880
307
$8K ﹤0.01%
100
308
$8K ﹤0.01%
166
+1
309
$8K ﹤0.01%
+85
310
$8K ﹤0.01%
143
311
$7K ﹤0.01%
+440
312
$7K ﹤0.01%
79
-13
313
$7K ﹤0.01%
80
314
$7K ﹤0.01%
300
315
$7K ﹤0.01%
175
316
$7K ﹤0.01%
132
+1
317
$6K ﹤0.01%
400
318
$6K ﹤0.01%
145
319
$6K ﹤0.01%
450
320
$6K ﹤0.01%
201
321
$6K ﹤0.01%
300
322
$5K ﹤0.01%
20
+10
323
$5K ﹤0.01%
111
324
$5K ﹤0.01%
+300
325
$5K ﹤0.01%
50
11 12
13
14 15