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
51
$2.05M 0.68%
12,165
52
$2.03M 0.68%
26,000
53
$2.03M 0.68%
44,979
-612
54
$1.98M 0.66%
12,200
-736
55
$1.94M 0.65%
35,000
56
$1.9M 0.63%
17,775
-173
57
$1.9M 0.63%
55,627
+949
58
$1.88M 0.63%
64,419
+2,361
59
$1.82M 0.61%
7,395
60
$1.81M 0.6%
10,020
61
$1.78M 0.59%
17,851
+7
62
$1.74M 0.58%
16,126
-85
63
$1.71M 0.57%
95,440
-60
64
$1.69M 0.56%
27,660
+1,620
65
$1.67M 0.56%
14,900
66
$1.66M 0.55%
20,000
67
$1.61M 0.54%
37,259
+331
68
$1.61M 0.54%
21,191
-43
69
$1.51M 0.51%
20,000
70
$1.48M 0.49%
35,939
+21
71
$1.47M 0.49%
13,366
-554
72
$1.43M 0.48%
10,285
-376
73
$1.43M 0.48%
18,000
74
$1.42M 0.47%
13,827
-161
75
$1.36M 0.45%
+12,208
1 2
3
4 5