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
126
$328K 0.11%
3,500
-2,266
127
$327K 0.11%
5,860
-187
128
$318K 0.11%
7,737
+7,117
129
$310K 0.1%
4,222
-122
130
$300K 0.1%
5,618
131
$300K 0.1%
1,100
132
$295K 0.1%
2,586
+139
133
$291K 0.1%
2,000
+1,950
134
$275K 0.09%
3,025
135
$264K 0.09%
12,100
136
$262K 0.09%
1,641
137
$256K 0.09%
1,654
138
$245K 0.08%
9,629
-61
139
$238K 0.08%
15,223
+472
140
$238K 0.08%
4,044
141
$236K 0.08%
1,250
+15
142
$232K 0.08%
7,678
-225
143
$226K 0.08%
4,100
144
$210K 0.07%
5,538
+15
145
$210K 0.07%
48,360
146
$209K 0.07%
1,840
147
$208K 0.07%
1,000
148
$205K 0.07%
1,662
149
$202K 0.07%
8,300
150
$201K 0.07%
1,937
+17
4 5
6
7 8