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
TRP icon
251
TC Energy
TRP
$53.5B
$23.4K ﹤0.01%
496
NKE icon
252
Nike
NKE
$99.6B
$23K ﹤0.01%
363
GRAL
253
GRAIL Inc
GRAL
$2.81B
$23K ﹤0.01%
900
ING icon
254
ING
ING
$70.2B
$22K ﹤0.01%
1,124
ILMN icon
255
Illumina
ILMN
$14.7B
$21.8K ﹤0.01%
275
BBY icon
256
Best Buy
BBY
$16.7B
$21.8K ﹤0.01%
296
SMH icon
257
VanEck Semiconductor ETF
SMH
$34.9B
$21.6K ﹤0.01%
102
VEU icon
258
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$21.5K ﹤0.01%
355
SPYV icon
259
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$21.4K ﹤0.01%
420
WBD icon
260
Warner Bros
WBD
$45B
$20.9K ﹤0.01%
1,952
VOOG icon
261
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$19.4K ﹤0.01%
58
FICO icon
262
Fair Isaac
FICO
$38.8B
$18.4K ﹤0.01%
10
FTNT icon
263
Fortinet
FTNT
$63.9B
$18K ﹤0.01%
187
IVE icon
264
iShares S&P 500 Value ETF
IVE
$41.7B
$17.9K ﹤0.01%
94
TSCO icon
265
Tractor Supply
TSCO
$29.3B
$16.5K ﹤0.01%
300
XLI icon
266
Industrial Select Sector SPDR Fund
XLI
$23.4B
$16.5K ﹤0.01%
126
XLE icon
267
Energy Select Sector SPDR Fund
XLE
$25.8B
$16.2K ﹤0.01%
173
ABNB icon
268
Airbnb
ABNB
$77.1B
$16.1K ﹤0.01%
135
+50
IYH icon
269
iShares US Healthcare ETF
IYH
$2.9B
$15.5K ﹤0.01%
255
CHKP icon
270
Check Point Software Technologies
CHKP
$20.5B
$15.5K ﹤0.01%
68
IYJ icon
271
iShares US Industrials ETF
IYJ
$1.67B
$15.2K ﹤0.01%
117
CLF icon
272
Cleveland-Cliffs
CLF
$6.59B
$14.8K ﹤0.01%
1,800
+850
DVY icon
273
iShares Select Dividend ETF
DVY
$20.6B
$14.8K ﹤0.01%
110
IPG icon
274
Interpublic Group of Companies
IPG
$9.67B
$14.7K ﹤0.01%
541
AMD icon
275
Advanced Micro Devices
AMD
$378B
$14K ﹤0.01%
136
-175