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
76
$1.36M 0.45%
27,666
+1,702
77
$1.35M 0.45%
7,590
+146
78
$1.29M 0.43%
45,209
-5,511
79
$1.26M 0.42%
44,248
80
$1.26M 0.42%
34,709
+963
81
$1.25M 0.42%
44,684
-780
82
$1.2M 0.4%
17,900
83
$1.19M 0.4%
14,387
84
$1.15M 0.38%
13,130
-1,145
85
$1.13M 0.38%
22,020
-967
86
$1.11M 0.37%
5,000
87
$1.09M 0.36%
23,251
+3,109
88
$1.07M 0.36%
3,862
+192
89
$1.07M 0.36%
20,000
90
$1.05M 0.35%
18,470
-415
91
$1.02M 0.34%
21,426
-857
92
$1.01M 0.34%
41,876
+1,984
93
$997K 0.33%
6,100
94
$911K 0.3%
5,600
95
$904K 0.3%
31,693
96
$895K 0.3%
21,879
-24
97
$891K 0.3%
4,300
98
$864K 0.29%
5,655
-1,011
99
$854K 0.28%
3,928
+167
100
$839K 0.28%
7,000
2 3
4
5 6