HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
EBAY icon
251
eBay
EBAY
$40.7B
$15.2K ﹤0.01%
175
TSCO icon
252
Tractor Supply
TSCO
$27.4B
$15K ﹤0.01%
300
A icon
253
Agilent Technologies
A
$34.3B
$15K ﹤0.01%
110
NAD icon
254
Nuveen Quality Municipal Income Fund
NAD
$2.86B
$14.1K ﹤0.01%
1,175
TRMB icon
255
Trimble
TRMB
$15.9B
$13.7K ﹤0.01%
175
QXO
256
QXO Inc
QXO
$17B
$13.5K ﹤0.01%
700
RBLX icon
257
Roblox
RBLX
$48.7B
$13.5K ﹤0.01%
166
NKE icon
258
Nike
NKE
$92.1B
$11.8K ﹤0.01%
185
-178
IBIT icon
259
iShares Bitcoin Trust
IBIT
$49.8B
$11.7K ﹤0.01%
235
NVO icon
260
Novo Nordisk
NVO
$166B
$11.6K ﹤0.01%
228
-90
VSS icon
261
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$11.5K ﹤0.01%
80
VEEV icon
262
Veeva Systems
VEEV
$29.9B
$11.2K ﹤0.01%
50
NWN icon
263
Northwest Natural Holdings
NWN
$2.2B
$11K ﹤0.01%
235
TTWO icon
264
Take-Two Interactive
TTWO
$39.2B
$10.8K ﹤0.01%
42
COP icon
265
ConocoPhillips
COP
$139B
$10.6K ﹤0.01%
113
+1
TGTX icon
266
TG Therapeutics
TGTX
$4.78B
$10.5K ﹤0.01%
353
RIVN icon
267
Rivian
RIVN
$19B
$10.4K ﹤0.01%
530
RAL
268
Ralliant Corp
RAL
$5.18B
$10.3K ﹤0.01%
203
-20
KEYS icon
269
Keysight
KEYS
$52.8B
$10.2K ﹤0.01%
50
KD icon
270
Kyndryl
KD
$2.78B
$10.1K ﹤0.01%
380
VEU icon
271
Vanguard FTSE All-World ex-US ETF
VEU
$61.5B
$10.1K ﹤0.01%
137
COIN icon
272
Coinbase
COIN
$46.4B
$9.05K ﹤0.01%
40
SRE icon
273
Sempra
SRE
$62.8B
$9.01K ﹤0.01%
102
-5
RNP icon
274
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.04B
$8.82K ﹤0.01%
444
HPQ icon
275
HP
HPQ
$17.4B
$8.38K ﹤0.01%
376
9 10
11
12 13