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
$385M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.23M
3 +$621K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$619K
5
NVDA icon
NVIDIA
NVDA
+$579K

Top Sells

1 +$5.7M
2 +$1.06M
3 +$1.05M
4
TGT icon
Target
TGT
+$379K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Technology 20.22%
2 Financials 8.49%
3 Industrials 7.58%
4 Communication Services 5.29%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APA icon
226
APA Corp
APA
$13.3B
$25.3K 0.01%
1,034
-7
CTRA icon
227
Coterra Energy
CTRA
$24.4B
$25.1K 0.01%
955
-18
CLX icon
228
Clorox
CLX
$12.4B
$25K 0.01%
248
-426
CAG icon
229
Conagra Brands
CAG
$6.99B
$24.2K 0.01%
1,400
YUMC icon
230
Yum China
YUMC
$17B
$23.9K 0.01%
500
SPYV icon
231
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.9B
$23.9K 0.01%
420
QSR icon
232
Restaurant Brands International
QSR
$26.9B
$23.7K 0.01%
347
UAL icon
233
United Airlines
UAL
$30.6B
$22.4K 0.01%
200
TFC icon
234
Truist Financial
TFC
$61.4B
$22.1K 0.01%
449
SHOP icon
235
Shopify
SHOP
$165B
$21.9K 0.01%
136
FDS icon
236
Factset
FDS
$8.44B
$21.8K 0.01%
75
AVDL
237
DELISTED
Avadel Pharmaceuticals
AVDL
$21.6K 0.01%
1,000
PYPL icon
238
PayPal
PYPL
$44.6B
$20.5K 0.01%
351
-80
BBY icon
239
Best Buy
BBY
$13.5B
$20.1K 0.01%
301
IVE icon
240
iShares S&P 500 Value ETF
IVE
$48.2B
$19.7K 0.01%
93
XLI icon
241
State Street Industrial Select Sector SPDR ETF
XLI
$30B
$19.5K 0.01%
126
LW icon
242
Lamb Weston
LW
$5.98B
$19.5K 0.01%
466
UL icon
243
Unilever
UL
$125B
$18.9K ﹤0.01%
289
-1
WSO icon
244
Watsco Inc
WSO
$17.2B
$17.5K ﹤0.01%
52
-3
CLF icon
245
Cleveland-Cliffs
CLF
$5.56B
$17.3K ﹤0.01%
1,300
IYH icon
246
iShares US Healthcare ETF
IYH
$2.9B
$16.6K ﹤0.01%
255
TD icon
247
Toronto Dominion Bank
TD
$174B
$16.6K ﹤0.01%
176
FTNT icon
248
Fortinet
FTNT
$60.4B
$16.2K ﹤0.01%
204
-5
XLE icon
249
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
$15.5K ﹤0.01%
346
NGVT icon
250
Ingevity
NGVT
$2.58B
$15.4K ﹤0.01%
260
-29