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
CRM icon
276
Salesforce
CRM
$183B
$7.95K ﹤0.01%
30
-172
TER icon
277
Teradyne
TER
$50.1B
$7.94K ﹤0.01%
41
SOLV icon
278
Solventum
SOLV
$12.9B
$7.92K ﹤0.01%
100
NB
279
NioCorp Developments
NB
$664M
$7.68K ﹤0.01%
1,450
ARKW icon
280
ARK Web x.0 ETF
ARKW
$1.6B
$6.9K ﹤0.01%
47
+1
IDXX icon
281
Idexx Laboratories
IDXX
$52.4B
$6.77K ﹤0.01%
10
GPN icon
282
Global Payments
GPN
$21.4B
$6.5K ﹤0.01%
84
BTE icon
283
Baytex Energy
BTE
$2.95B
$6.46K ﹤0.01%
2,000
LYFT icon
284
Lyft
LYFT
$5.51B
$5.81K ﹤0.01%
300
INCY icon
285
Incyte
INCY
$20.2B
$5.63K ﹤0.01%
57
MEDP icon
286
Medpace
MEDP
$12.8B
$5.62K ﹤0.01%
10
MTD icon
287
Mettler-Toledo International
MTD
$27.8B
$5.58K ﹤0.01%
4
CHKP icon
288
Check Point Software Technologies
CHKP
$16.3B
$5.57K ﹤0.01%
30
-30
VRTX icon
289
Vertex Pharmaceuticals
VRTX
$126B
$5.44K ﹤0.01%
12
ADI icon
290
Analog Devices
ADI
$174B
$5.42K ﹤0.01%
20
EW icon
291
Edwards Lifesciences
EW
$50.2B
$5.37K ﹤0.01%
63
DECK icon
292
Deckers Outdoor
DECK
$16.6B
$5.08K ﹤0.01%
49
+7
FICO icon
293
Fair Isaac
FICO
$33.4B
$5.07K ﹤0.01%
3
RH icon
294
RH
RH
$3.11B
$5.02K ﹤0.01%
28
+8
ABNB icon
295
Airbnb
ABNB
$81B
$4.75K ﹤0.01%
35
-50
CDNS icon
296
Cadence Design Systems
CDNS
$82.2B
$4.69K ﹤0.01%
15
+3
VRSN icon
297
VeriSign
VRSN
$20.9B
$4.62K ﹤0.01%
19
+3
NTRA icon
298
Natera
NTRA
$29B
$4.58K ﹤0.01%
20
RLYB icon
299
Rallybio
RLYB
$39.8M
$4.46K ﹤0.01%
813
BABA icon
300
Alibaba
BABA
$344B
$4.4K ﹤0.01%
30