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
$484M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$1.52M
3 +$1.03M
4
PH icon
Parker-Hannifin
PH
+$884K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$316K

Top Sells

1 +$1.4M
2 +$963K
3 +$787K
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$325K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$211K

Sector Composition

1 Technology 16.05%
2 Industrials 15.66%
3 Healthcare 9.24%
4 Consumer Staples 8.95%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FAST icon
226
Fastenal
FAST
$48.7B
$35K 0.01%
902
CC icon
227
Chemours
CC
$1.93B
$34.6K 0.01%
2,560
TYG
228
Tortoise Energy Infrastructure Corp
TYG
$726M
$34.6K 0.01%
803
NOW icon
229
ServiceNow
NOW
$188B
$34.2K 0.01%
43
FDS icon
230
Factset
FDS
$10.8B
$34.1K 0.01%
75
WSO icon
231
Watsco Inc
WSO
$15B
$33.5K 0.01%
66
+1
SLB icon
232
SLB Limited
SLB
$48.7B
$33.4K 0.01%
799
ARES icon
233
Ares Management
ARES
$31.1B
$32.7K 0.01%
223
SCCO icon
234
Southern Copper
SCCO
$105B
$32.5K 0.01%
355
-3
CLX icon
235
Clorox
CLX
$14.6B
$31.5K 0.01%
214
BX icon
236
Blackstone
BX
$122B
$31.5K 0.01%
225
-254
BTE icon
237
Baytex Energy
BTE
$1.73B
$31.2K 0.01%
14,000
MOAT icon
238
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$30.9K 0.01%
351
+70
QSR icon
239
Restaurant Brands International
QSR
$22.1B
$30.3K 0.01%
455
NVO icon
240
Novo Nordisk
NVO
$242B
$30K 0.01%
432
ABEV icon
241
Ambev
ABEV
$35.1B
$29.2K 0.01%
12,545
+1,969
TXT icon
242
Textron
TXT
$14.5B
$28.9K 0.01%
400
KOF icon
243
Coca-Cola Femsa
KOF
$18B
$28.1K 0.01%
308
NTAP icon
244
NetApp
NTAP
$23.8B
$27.2K 0.01%
310
CTRA icon
245
Coterra Energy
CTRA
$17.4B
$27.2K 0.01%
941
-47
ALNY icon
246
Alnylam Pharmaceuticals
ALNY
$63.1B
$27K 0.01%
100
YUMC icon
247
Yum China
YUMC
$15.9B
$26K 0.01%
500
EQT icon
248
EQT Corp
EQT
$33.7B
$25.3K 0.01%
473
LW icon
249
Lamb Weston
LW
$9.06B
$24.8K 0.01%
466
COP icon
250
ConocoPhillips
COP
$108B
$24K 0.01%
229
+1