HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+1.09%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$300M
AUM Growth
+$155K
(+0.05%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
22.76%
Holding
377
New
19
Increased
62
Reduced
77
Closed
19
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.36M |
| 2 |
Apple
AAPL
|
$644K |
| 3 |
Visa
V
|
$535K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$293K |
| 5 |
FedEx
FDX
|
$284K |
Top Sells
| 1 |
International Flavors & Fragrances
IFF
|
$871K |
| 2 |
Danaher
DHR
|
$598K |
| 3 |
APC
Anadarko Petroleum
APC
|
$593K |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$470K |
| 5 |
ServiceNow
NOW
|
$346K |
Sector Composition
| 1 | Industrials | 16.88% |
| 2 | Technology | 11.89% |
| 3 | Healthcare | 10.81% |
| 4 | Consumer Staples | 10.72% |
| 5 | Financials | 10.55% |