HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$1.35M
2
+$601K
3
+$554K
4
FDX icon
FedEx
FDX
+$314K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$291K

Top Sells

1
+$871K
2
+$593K
3
+$584K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$505K
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
351
$1K ﹤0.01%
40
352
$1K ﹤0.01%
40
353
$1K ﹤0.01%
+4
354
$1K ﹤0.01%
70
355
– –
0
356
$1K ﹤0.01%
+200
357
$1K ﹤0.01%
51
358
– –
-1
359
– –
-2,200
360
– –
-45
361
– –
-175
362
– –
-6,000
363
– –
-30
364
– –
-435
365
– –
-10
366
– –
-42
367
– –
-6,295
368
– –
-12,000
369
– –
-25
370
– –
-100
371
– –
-20
372
– –
-196
373
– –
-104
374
– –
-189
375
– –
-8,399
12 13 14
15
16