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
101
$838K 0.28%
19,100
102
$835K 0.28%
9,620
-1,020
103
$820K 0.27%
20,739
+186
104
$791K 0.26%
16,000
+4,400
105
$774K 0.26%
37,285
106
$700K 0.23%
13,892
+575
107
$692K 0.23%
17,484
+724
108
$663K 0.22%
12,044
+135
109
$650K 0.22%
12,500
110
$617K 0.21%
2,273
111
$604K 0.2%
10,360
112
$588K 0.2%
10,800
113
$557K 0.19%
2,595
-5
114
$540K 0.18%
21,096
+1,198
115
$537K 0.18%
6,000
116
$496K 0.17%
5,281
-43
117
$494K 0.16%
8,005
-2,000
118
$475K 0.16%
7,780
119
$449K 0.15%
34,323
120
$441K 0.15%
3,727
-100
121
$396K 0.13%
2,739
122
$364K 0.12%
13,000
123
$354K 0.12%
2,550
124
$348K 0.12%
41,119
-400
125
$333K 0.11%
4,827
3 4
5
6 7