HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.29M
3
+$4.93M
4
ORCL icon
Oracle
ORCL
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$4.21M
2
+$1.04M
3
+$987K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$931K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672K

Sector Composition

1 Technology 19.23%
2 Industrials 7.95%
3 Financials 7.87%
4 Communication Services 4.85%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOX icon
226
Vanguard Communication Services ETF
VOX
$6B
$28.4K 0.01%
158
CTRA
227
DELISTED
Coterra Energy
CTRA
$27.4K 0.01%
779
-176
SYY icon
228
Sysco
SYY
$36.3B
$26.6K 0.01%
373
-21
SGVT
229
Schwab Government Money Market ETF
SGVT
$707M
$26.1K 0.01%
259
-265
AMD icon
230
Advanced Micro Devices
AMD
$842B
$25K 0.01%
123
-6
AMGN icon
231
Amgen
AMGN
$182B
$25K 0.01%
71
-14
YUMC icon
232
Yum China
YUMC
$14.9B
$24.4K 0.01%
500
SPYV icon
233
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.2B
$23.8K 0.01%
420
QSR icon
234
Restaurant Brands International
QSR
$25.9B
$23.6K 0.01%
319
-28
WSO icon
235
Watsco Inc
WSO
$14.9B
$23.3K 0.01%
64
+12
NOW icon
236
ServiceNow
NOW
$128B
$22.5K 0.01%
215
CAG icon
237
Conagra Brands
CAG
$6.35B
$22K 0.01%
1,400
BBY icon
238
Best Buy
BBY
$16.4B
$21.6K 0.01%
336
+35
TFC icon
239
Truist Financial
TFC
$60.1B
$20.6K 0.01%
449
XLI icon
240
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
$20.4K 0.01%
126
LW icon
241
Lamb Weston
LW
$5.96B
$19.7K 0.01%
466
IVE icon
242
iShares S&P 500 Value ETF
IVE
$50.5B
$19.6K 0.01%
93
SCZM
243
Santacruz Silver Mining Ltd
SCZM
$756M
$19.5K 0.01%
+2,242
NGVT icon
244
Ingevity
NGVT
$2.36B
$18.5K ﹤0.01%
260
UAL icon
245
United Airlines
UAL
$37.3B
$18.4K ﹤0.01%
200
ZBRA icon
246
Zebra Technologies
ZBRA
$11.6B
$16.7K ﹤0.01%
80
-80
UL icon
247
Unilever
UL
$122B
$16.5K ﹤0.01%
289
TD icon
248
Toronto Dominion Bank
TD
$188B
$16.4K ﹤0.01%
176
FDS icon
249
Factset
FDS
$8.94B
$16.3K ﹤0.01%
75
SHOP icon
250
Shopify
SHOP
$154B
$16.1K ﹤0.01%
136
8 9
10
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