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
151
$200K 0.07%
4,275
152
$196K 0.07%
6,680
+15
153
$196K 0.07%
4,401
154
$191K 0.06%
+2,336
155
$189K 0.06%
3,755
156
$185K 0.06%
3,000
157
$183K 0.06%
2,031
-24
158
$181K 0.06%
1,220
-100
159
$178K 0.06%
6,660
160
$176K 0.06%
14,312
+5
161
$171K 0.06%
1,779
+18
162
$161K 0.05%
2,653
163
$155K 0.05%
2,500
164
$155K 0.05%
5,764
-35
165
$150K 0.05%
2,938
166
$148K 0.05%
2,460
167
$145K 0.05%
4,583
-963
168
$145K 0.05%
1,600
169
$144K 0.05%
30,000
+9,700
170
$128K 0.04%
4,263
171
$124K 0.04%
1,465
172
$121K 0.04%
815
173
$117K 0.04%
1,586
+4
174
$112K 0.04%
3,882
175
$110K 0.04%
1,833
5 6
7
8 9