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
201
$58K 0.02%
774
202
$57K 0.02%
5,326
203
$57K 0.02%
1,000
204
$56K 0.02%
2,510
205
$56K 0.02%
1,051
+291
206
$54K 0.02%
675
207
$52K 0.02%
673
208
$51K 0.02%
1,178
209
$51K 0.02%
7,100
+500
210
$50K 0.02%
300
211
$50K 0.02%
500
212
$47K 0.02%
600
213
$47K 0.02%
8,300
214
$47K 0.02%
3,232
-570
215
$46K 0.02%
275
+230
216
$46K 0.02%
500
217
$46K 0.02%
520
218
$45K 0.02%
1,168
219
$44K 0.01%
+3,046
220
$44K 0.01%
2,542
-76
221
$43K 0.01%
1,400
222
$40K 0.01%
520
223
$40K 0.01%
3,754
-150
224
$38K 0.01%
2,560
225
$37K 0.01%
900
7 8
9
10 11