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
176
$108K 0.04%
2,230
177
$100K 0.03%
1,212
178
$98K 0.03%
898
179
$96K 0.03%
635
180
$94K 0.03%
3,810
+335
181
$94K 0.03%
2,314
182
$90K 0.03%
5,700
183
$89K 0.03%
2,615
-45
184
$88K 0.03%
1,940
185
$86K 0.03%
718
186
$86K 0.03%
845
+245
187
$84K 0.03%
283
-67
188
$81K 0.03%
2,078
189
$78K 0.03%
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190
$76K 0.03%
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191
$75K 0.03%
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192
$75K 0.03%
1,800
193
$72K 0.02%
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194
$70K 0.02%
1,230
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195
$69K 0.02%
177
196
$67K 0.02%
150
197
$66K 0.02%
670
198
$66K 0.02%
1,971
199
$66K 0.02%
3,297
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200
$60K 0.02%
1,377
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