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
TGTX icon
276
TG Therapeutics
TGTX
$5.5B
$13.9K ﹤0.01%
353
UAL icon
277
United Airlines
UAL
$32.1B
$13.8K ﹤0.01%
200
EBAY icon
278
eBay
EBAY
$42B
$13.5K ﹤0.01%
200
-6
NAD icon
279
Nuveen Quality Municipal Income Fund
NAD
$2.76B
$13.5K ﹤0.01%
1,175
SHOP icon
280
Shopify
SHOP
$205B
$13K ﹤0.01%
136
A icon
281
Agilent Technologies
A
$40.2B
$12.9K ﹤0.01%
110
IBB icon
282
iShares Biotechnology ETF
IBB
$6.17B
$12.8K ﹤0.01%
100
KD icon
283
Kyndryl
KD
$6.38B
$11.9K ﹤0.01%
380
AVDL
284
Avadel Pharmaceuticals
AVDL
$1.48B
$11.7K ﹤0.01%
1,500
VEEV icon
285
Veeva Systems
VEEV
$46.5B
$11.6K ﹤0.01%
50
TRMB icon
286
Trimble
TRMB
$18.4B
$11.5K ﹤0.01%
175
NGVT icon
287
Ingevity
NGVT
$1.98B
$11.4K ﹤0.01%
289
IBIT icon
288
iShares Bitcoin Trust
IBIT
$81.5B
$11K ﹤0.01%
+235
NWN icon
289
Northwest Natural Holdings
NWN
$1.88B
$10K ﹤0.01%
235
RBLX icon
290
Roblox
RBLX
$92.1B
$10K ﹤0.01%
172
RNP icon
291
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.03B
$9.8K ﹤0.01%
444
ADM icon
292
Archer Daniels Midland
ADM
$30.4B
$9.79K ﹤0.01%
204
+102
QXO
293
QXO Inc
QXO
$12.8B
$9.48K ﹤0.01%
700
DECK icon
294
Deckers Outdoor
DECK
$14.8B
$8.95K ﹤0.01%
80
TTWO icon
295
Take-Two Interactive
TTWO
$48.2B
$8.71K ﹤0.01%
42
GPN icon
296
Global Payments
GPN
$20.7B
$8.23K ﹤0.01%
84
SRE icon
297
Sempra
SRE
$59.6B
$8.14K ﹤0.01%
114
+74
SOLV icon
298
Solventum
SOLV
$12.5B
$7.6K ﹤0.01%
100
KEYS icon
299
Keysight
KEYS
$27.9B
$7.49K ﹤0.01%
50
LRCX icon
300
Lam Research
LRCX
$178B
$7.34K ﹤0.01%
101