HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.54M
3
+$5.87M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.54M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.99M

Top Sells

1
+$12.9M
2
+$10.9M
3
+$7.17M
4
PH icon
Parker-Hannifin
PH
+$7.17M
5
WM icon
Waste Management
WM
+$6.89M

Sector Composition

1 Technology 18.17%
2 Financials 7.64%
3 Industrials 7%
4 Consumer Staples 5.46%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
251
Industrial Select Sector SPDR Fund
XLI
$23.4B
$18.6K 0.01%
126
IVE icon
252
iShares S&P 500 Value ETF
IVE
$42.3B
$18.2K 0.01%
93
-1
ABNB icon
253
Airbnb
ABNB
$72.8B
$17.9K ﹤0.01%
135
RBLX icon
254
Roblox
RBLX
$70.7B
$17.5K ﹤0.01%
166
-6
IYJ icon
255
iShares US Industrials ETF
IYJ
$1.64B
$16.6K ﹤0.01%
117
KD icon
256
Kyndryl
KD
$5.71B
$15.9K ﹤0.01%
380
UAL icon
257
United Airlines
UAL
$29.8B
$15.9K ﹤0.01%
200
TSCO icon
258
Tractor Supply
TSCO
$28.6B
$15.8K ﹤0.01%
300
SHOP icon
259
Shopify
SHOP
$187B
$15.7K ﹤0.01%
136
QXO
260
QXO Inc
QXO
$11.5B
$15.1K ﹤0.01%
700
CHKP icon
261
Check Point Software Technologies
CHKP
$21.1B
$15K ﹤0.01%
68
XLE icon
262
Energy Select Sector SPDR Fund
XLE
$27.4B
$14.7K ﹤0.01%
173
DVY icon
263
iShares Select Dividend ETF
DVY
$20.6B
$14.6K ﹤0.01%
110
IYH icon
264
iShares US Healthcare ETF
IYH
$3.08B
$14.4K ﹤0.01%
255
VEEV icon
265
Veeva Systems
VEEV
$47.1B
$14.4K ﹤0.01%
50
IBIT icon
266
iShares Bitcoin Trust
IBIT
$71.4B
$14.4K ﹤0.01%
235
COIN icon
267
Coinbase
COIN
$71.9B
$14K ﹤0.01%
40
EBAY icon
268
eBay
EBAY
$37.7B
$13.8K ﹤0.01%
185
-15
CLF icon
269
Cleveland-Cliffs
CLF
$6.3B
$13.7K ﹤0.01%
1,800
TRMB icon
270
Trimble
TRMB
$18.3B
$13.3K ﹤0.01%
175
NAD icon
271
Nuveen Quality Municipal Income Fund
NAD
$2.8B
$13.3K ﹤0.01%
1,175
A icon
272
Agilent Technologies
A
$41.5B
$13K ﹤0.01%
110
TD icon
273
Toronto Dominion Bank
TD
$139B
$12.9K ﹤0.01%
176
-10,000
TGTX icon
274
TG Therapeutics
TGTX
$4.88B
$12.7K ﹤0.01%
353
IBB icon
275
iShares Biotechnology ETF
IBB
$6.64B
$12.7K ﹤0.01%
100
9 10
11
12 13