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
26
$3.44M 1.15%
42,456
-329
27
$3.17M 1.06%
44,837
28
$3.14M 1.05%
61,936
-3,034
29
$3.13M 1.05%
24,805
-425
30
$3.09M 1.03%
16,082
31
$2.98M 0.99%
16,600
32
$2.83M 0.94%
60,272
+2,170
33
$2.8M 0.93%
48,000
34
$2.78M 0.93%
12,906
-91
35
$2.74M 0.91%
54,303
+745
36
$2.73M 0.91%
16,934
-234
37
$2.73M 0.91%
49,331
-1,029
38
$2.61M 0.87%
15,158
+3,108
39
$2.48M 0.83%
41,148
-971
40
$2.41M 0.8%
38,184
-1,310
41
$2.39M 0.8%
18,500
-9
42
$2.34M 0.78%
119,500
-2,420
43
$2.34M 0.78%
6,140
-57
44
$2.32M 0.77%
28,829
+97
45
$2.25M 0.75%
37,057
+397
46
$2.16M 0.72%
61,545
+4,230
47
$2.14M 0.71%
42,819
-56
48
$2.1M 0.7%
29,512
+747
49
$2.09M 0.7%
15,223
-478
50
$2.09M 0.7%
75,398
+41
1
2
3 4 5