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
$392M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$5.29M
3 +$4.93M
4
ORCL icon
Oracle
ORCL
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1 +$4.21M
2 +$1.04M
3 +$987K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$931K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672K

Sector Composition

1 Technology 19.23%
2 Industrials 7.95%
3 Financials 7.87%
4 Communication Services 4.85%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIX icon
276
Comfort Systems
FIX
$64.3B
$8.27K ﹤0.01%
+6
RIVN icon
277
Rivian
RIVN
$21.9B
$7.98K ﹤0.01%
530
IBIT icon
278
iShares Bitcoin Trust
IBIT
$58.4B
$7.68K ﹤0.01%
200
-35
FTNT icon
279
Fortinet
FTNT
$101B
$7.68K ﹤0.01%
94
-110
RLYB icon
280
Rallybio
RLYB
$76.6M
$7.28K ﹤0.01%
812
-1
COIN icon
281
Coinbase
COIN
$49.8B
$6.99K ﹤0.01%
40
RIG icon
282
Transocean
RIG
$6.85B
$6.63K ﹤0.01%
+1,000
SOLV icon
283
Solventum
SOLV
$13B
$6.53K ﹤0.01%
100
NB
284
NioCorp Developments
NB
$840M
$6.47K ﹤0.01%
1,450
ADI icon
285
Analog Devices
ADI
$202B
$6.36K ﹤0.01%
20
FURY
286
Fury Gold Mines
FURY
$110M
$6.09K ﹤0.01%
+10,000
RBLX icon
287
Roblox
RBLX
$33.8B
$6.05K ﹤0.01%
107
-59
ARKW icon
288
ARK Web x.0 ETF
ARKW
$1.84B
$5.63K ﹤0.01%
47
IDXX icon
289
Idexx Laboratories
IDXX
$44.5B
$5.62K ﹤0.01%
10
CRM icon
290
Salesforce
CRM
$157B
$5.6K ﹤0.01%
30
INCY icon
291
Incyte
INCY
$19.3B
$5.37K ﹤0.01%
57
ASML icon
292
ASML
ASML
$622B
$5.28K ﹤0.01%
4
EW icon
293
Edwards Lifesciences
EW
$49.8B
$5.05K ﹤0.01%
63
MTD icon
294
Mettler-Toledo International
MTD
$23.9B
$5.04K ﹤0.01%
4
RHI icon
295
Robert Half
RHI
$3.01B
$5K ﹤0.01%
197
+41
KD icon
296
Kyndryl
KD
$2.74B
$4.99K ﹤0.01%
380
DECK icon
297
Deckers Outdoor
DECK
$15.8B
$4.91K ﹤0.01%
49
MEDP icon
298
Medpace
MEDP
$12.8B
$4.8K ﹤0.01%
10
IGV icon
299
iShares Expanded Tech-Software Sector ETF
IGV
$16.3B
$4.72K ﹤0.01%
+59
VRSN icon
300
VeriSign
VRSN
$26B
$4.72K ﹤0.01%
19