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
COIN icon
301
Coinbase
COIN
$86.3B
$6.89K ﹤0.01%
40
SPYG icon
302
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$6.83K ﹤0.01%
85
RIVN icon
303
Rivian
RIVN
$15.8B
$6.6K ﹤0.01%
530
HPQ icon
304
HP
HPQ
$25.6B
$5.98K ﹤0.01%
216
VRTX icon
305
Vertex Pharmaceuticals
VRTX
$107B
$4.85K ﹤0.01%
10
CDNS icon
306
Cadence Design Systems
CDNS
$88.9B
$4.58K ﹤0.01%
18
POST icon
307
Post Holdings
POST
$5.75B
$4.54K ﹤0.01%
39
ARKW icon
308
ARK Web x.0 ETF
ARKW
$2.71B
$4.35K ﹤0.01%
46
RLYB icon
309
Rallybio
RLYB
$22.4M
$4.25K ﹤0.01%
6,500
SBUX icon
310
Starbucks
SBUX
$97B
$4.12K ﹤0.01%
42
ADI icon
311
Analog Devices
ADI
$119B
$4.03K ﹤0.01%
20
BABA icon
312
Alibaba
BABA
$387B
$3.97K ﹤0.01%
30
CRDL
313
Cardiol Therapeutics
CRDL
$86.2M
$3.88K ﹤0.01%
4,000
VRSN icon
314
VeriSign
VRSN
$24.7B
$3.81K ﹤0.01%
15
MTCH icon
315
Match Group
MTCH
$7.8B
$3.71K ﹤0.01%
119
LYFT icon
316
Lyft
LYFT
$8.1B
$3.56K ﹤0.01%
300
IDXX icon
317
Idexx Laboratories
IDXX
$50.8B
$3.36K ﹤0.01%
8
ABUS icon
318
Arbutus Biopharma
ABUS
$845M
$3.14K ﹤0.01%
900
MEDP icon
319
Medpace
MEDP
$14.8B
$3.05K ﹤0.01%
10
NB
320
NioCorp Developments
NB
$910M
$2.86K ﹤0.01%
1,450
VNRX icon
321
VolitionRX
VNRX
$52.9M
$2.85K ﹤0.01%
5,000
NTRA icon
322
Natera
NTRA
$24.9B
$2.83K ﹤0.01%
20
VTRS icon
323
Viatris
VTRS
$11.9B
$2.59K ﹤0.01%
297
RH icon
324
RH
RH
$3.27B
$2.58K ﹤0.01%
11
REGN icon
325
Regeneron Pharmaceuticals
REGN
$61.3B
$2.54K ﹤0.01%
4