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
IDEQ
301
Lazard International Dynamic Equity ETF
IDEQ
$1.36B
$4.57K ﹤0.01%
+144
RH icon
302
RH
RH
$2.81B
$4.47K ﹤0.01%
32
+4
TER icon
303
Teradyne
TER
$58.6B
$4.45K ﹤0.01%
15
-26
ICHR icon
304
Ichor Holdings
ICHR
$2.49B
$4.33K ﹤0.01%
93
CDNS icon
305
Cadence Design Systems
CDNS
$103B
$4.17K ﹤0.01%
15
ABUS icon
306
Arbutus Biopharma
ABUS
$901M
$4.05K ﹤0.01%
900
VRTX icon
307
Vertex Pharmaceuticals
VRTX
$114B
$4.02K ﹤0.01%
9
-3
VTRS icon
308
Viatris
VTRS
$18.9B
$4.01K ﹤0.01%
297
NTRA icon
309
Natera
NTRA
$32B
$4K ﹤0.01%
20
LYFT icon
310
Lyft
LYFT
$5.36B
$3.99K ﹤0.01%
300
POST icon
311
Post Holdings
POST
$4.16B
$3.86K ﹤0.01%
39
BABA icon
312
Alibaba
BABA
$298B
$3.76K ﹤0.01%
30
SBUX icon
313
Starbucks
SBUX
$113B
$3.76K ﹤0.01%
42
GPN icon
314
Global Payments
GPN
$20.7B
$3.7K ﹤0.01%
55
-29
VSNT
315
Versant Media Group
VSNT
$6.1B
$3.67K ﹤0.01%
+99
NTES icon
316
NetEase
NTES
$78.7B
$3.36K ﹤0.01%
30
SOBO
317
South Bow Corp
SOBO
$7.5B
$3.27K ﹤0.01%
98
FICO icon
318
Fair Isaac
FICO
$29B
$3.2K ﹤0.01%
3
IJR icon
319
iShares Core S&P Small-Cap ETF
IJR
$104B
$3.15K ﹤0.01%
25
ULTA icon
320
Ulta Beauty
ULTA
$22.2B
$3.14K ﹤0.01%
6
REGN icon
321
Regeneron Pharmaceuticals
REGN
$64.5B
$3.09K ﹤0.01%
4
CCL icon
322
Carnival Corporation Ltd
CCL
$38.9B
$2.95K ﹤0.01%
114
NVS icon
323
Novartis
NVS
$287B
$2.9K ﹤0.01%
19
MTCH icon
324
Match Group
MTCH
$8.43B
$2.64K ﹤0.01%
86
APH icon
325
Amphenol
APH
$183B
$2.27K ﹤0.01%
18
11 12
13
14 15