HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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 10.81%
4 Consumer Staples 10.72%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.07M 3.03%
77,061
+93
2
$8.74M 2.92%
284,112
+691
3
$7.53M 2.51%
326,151
-2,004
4
$7.35M 2.45%
52,870
+231
5
$6.64M 2.22%
77,341
-293
6
$6.2M 2.07%
50,071
-3,796
7
$5.72M 1.91%
43,928
-670
8
$5.69M 1.9%
24,524
-689
9
$5.66M 1.89%
109,897
-2,054
10
$5.63M 1.88%
19,525
-232
11
$5.35M 1.79%
31,635
-313
12
$5.35M 1.78%
63,936
-2,459
13
$5.32M 1.77%
167,718
-1,125
14
$5.27M 1.76%
295,559
-1,300
15
$4.97M 1.66%
40,000
16
$4.59M 1.53%
35,487
+1,311
17
$4.44M 1.48%
32,391
-402
18
$4.25M 1.42%
35,839
-332
19
$4.25M 1.42%
36,932
-133
20
$4.23M 1.41%
29,767
-846
21
$4.07M 1.36%
72,720
+11,504
22
$3.91M 1.3%
30,548
-4,667
23
$3.73M 1.24%
29,968
+118
24
$3.46M 1.15%
76,500
25
$3.46M 1.15%
22,090
1
2 3 4 5